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Lance Devin Murray

IHT WEALTH MANAGEMENT LLC·CHICAGO, Illinois
SIE, Series 7, Series 14, Series 24Clean recordIHT WEALTH MANAGEMENT LLC
123 N. WACKER DR., CHICAGO, IL 60606CRD# 5007605Firm CRD# 171481

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lance Devin Murray · CHICAGO, IL
Registration
CRD #5007605 · IHT WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
IHT WEALTH MANAGEMENT LLC
CRD 171481 · SEC 801-79769
AUM
$4.8B
Regulatory assets under management
Employees
230
20,120 client accounts
Services offered by IHT WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at IHT WEALTH MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Lance Devin Murray offer?
Lance Devin Murray specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Lance Devin Murray's credentials?
Lance Devin Murray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lance Devin Murray located?
Lance Devin Murray is based in CHICAGO, Illinois, working with IHT WEALTH MANAGEMENT LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Lance Devin Murray charge for services?
Lance Devin Murray's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IHT WEALTH MANAGEMENT LLC?
IHT WEALTH MANAGEMENT LLC has approximately 230 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IHT WEALTH MANAGEMENT LLC

Corianne Leyton
CHICAGO, IL
Derek Andrew Leighton
CHICAGO, IL
Lindsey Brooke Michel
CHICAGO, IL
Steven John Dudash
CHICAGO, IL

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Research
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