Philip Murray, financial advisor Acton MA
83 score

Philip Murray

CRD Number: 867694
Current Firm: Raymond James Financial Services Advisors, Inc.

Philip Murray (CRD# 867694) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Acton, MA and has over 33 years of experience in the finance industry.

Similar Advisors
Christopher Grande, financial advisor Acton MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
Similar Advisors
Lawrence Foster, financial advisor Acton MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Score
102
Similar Advisors
Patrick Cote, financial advisor Acton MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Score
103
Company Name Location Dates Years
Boston Harbor Wealth Advisors, LLC Acton, MA Feb 2016 - Current < 1
Raymond James Financial Services, Inc. Acton, MA Jul 2015 - Current 1
Raymond James Financial Services Advisors Inc. Acton, MA Jul 2015 - Current 1
Commonwealth Worldwide Boston, MA Feb 2016 - Jul 2016 < 1
Boston Harbor Wealth Advisors Boston, MA Jul 2015 - Feb 2016 < 1
Ameriprise Financial Services, Inc. Quincy, MA Oct 2009 - Jul 2015 5
Ameriprise Advisor Services, Inc. Boston, MA Jun 2008 - Oct 2009 1
Rbc Capital Markets Corporation Norwell, MA Mar 2008 - Jun 2008 < 1
Rbc Dain Rauscher Norwell, MA Dec 2005 - Mar 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
S66 NASAA Uniform Combined State Law Examination Jan 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Philip G. Murray
Phone Number: 727-567-5877
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.