Unclaimed Profile

Lorin James Mcmurray

BBVA WEALTH SOLUTIONS INC.·HOUSTON, Texas

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record14 years registeredBBVA WEALTH SOLUTIONS INC.

2200 POST OAK BLVD., HOUSTON, TX 77056-4700CRD# 1719473Firm CRD# 110476

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lorin James Mcmurray · HOUSTON, TX

Registration

CRD #1719473 · BBVA WEALTH SOLUTIONS INC. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BBVA WEALTH SOLUTIONS INC.

PNC MANAGED ACCOUNT SOLUTIONS, INC.

Jan 2022 – Jun 2022

Austin, TX

PNC MANAGED ACCOUNT SOLUTIONS, INC.

Jan 2022 – Jan 2022

Austin, TX

PNC MANAGED ACCOUNT SOLUTIONS, INC.

Sep 2021 – Dec 2021

Austin, TX

PNC INVESTMENTS

Aug 2021 – Jun 2022

Austin, TX

PNC MANAGED ACCOUNT SOLUTIONS, INC.

Aug 2011 – Aug 2021

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · August 16, 2011

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PNC MANAGED ACCOUNT SOLUTIONS, INC.

CRD 110476 · SEC 801-56131

AUM

$588M

Regulatory assets under management

Employees

768 client accounts

Services offered by PNC MANAGED ACCOUNT SOLUTIONS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PNC MANAGED ACCOUNT SOLUTIONS, INC. →

Introduction

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Frequently Asked Questions

What services does Lorin James Mcmurray offer?

Lorin James Mcmurray specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Lorin James Mcmurray's credentials?

Lorin James Mcmurray holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lorin James Mcmurray located?

Lorin James Mcmurray is based in HOUSTON, Texas, last registered with BBVA WEALTH SOLUTIONS INC..

How does Lorin James Mcmurray charge for services?

Lorin James Mcmurray's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BBVA WEALTH SOLUTIONS INC.?

BBVA WEALTH SOLUTIONS INC. has approximately 21 employees and manages $588M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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