Wendy MurrCRD Number: 5917092
Current Firm: Morgan Stanley
Wendy Murr (CRD# 5917092) is an Investment Advisor Representative working at Morgan Stanley in Colorado Springs, CO and has over 6 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|Morgan Stanley||Colorado Springs, CO||Aug 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Colorado Springs, CO||Jun 2013 - Aug 2014||1|
|Usaa Financial Advisors Inc.||Colorado Springs, CO||Apr 2011 - Jun 2013||2|
|Usaa Financial Planning Services, Inc.||Colorado Springs, CO||Apr 2011 - Jun 2013||2|
|Usaa Life Ins Co||Colorado Springs, CO||Apr 2011 - Apr 2013||2|
|Add Staff||Colorado Springs, CO||Mar 2011 - Apr 2011||< 1|
|Mckinney & Associates, P.c.||Colorado Springs, CO||Aug 2010 - Mar 2011||< 1|
|Bettencourt Cliff, P.c.||Colorado Springs, CO||Mar 2010 - Aug 2010||< 1|
|Mckinney & Associates, P.c.||Colorado Springs, CO||Sep 2009 - Mar 2010||< 1|
|Colorado Technical University||Colorado Springs, CO||Mar 2009 - Sep 2009||< 1|
|University Of Phoenix||Colorado Springs, CO||Jul 2007 - Mar 2009||1|
|Priemere Global||Colorado Springs, CO||Jan 2007 - Jul 2007||< 1|
|School District 11||Colorado Springs, CO||Aug 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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