Gregory MurrayCRD Number: 5530078
Current Firm: Kelly Financial Services
Gregory Murray (CRD# 5530078) is an Investment Advisor Representative working at Kelly Financial Services in Braintree, MA and has over 8 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Kelly Financial||Braintree, MA||Jul 2010 - Current||6|
|Families In Transition||Manchester, NH||Aug 2009 - Apr 2010||< 1|
|Waddell & Reed, Inc.||Bedford, NH||Oct 2008 - Apr 2010||1|
|Various Insurance Carriers For W & R Insurance Agencies||Manchester, NH||Oct 2008 - Apr 2010||1|
|Lowes||Bedford, NH||Aug 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management177MILLIONS
Total Number of Accounts1,889ACCOUNTS
Average Account Value$93,563
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CT, FL, MA, ME, NH, OH, RI
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