Wendy Murr, financial advisor Colorado Springs CO
93 score

Wendy Murr

CRD Number: 5917092
Current Firm: Raymond James & Associates, Inc.

Wendy Murr (CRD# 5917092) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Colorado Springs, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James And Associates Colorado Springs, CO Sep 2017 - Current < 1
Morgan Stanley Colorado Springs, CO Aug 2014 - Sep 2017 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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Wendy Murr
Phone Number: 727-567-1000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    142,933
    MILLIONS
  • Total Number of Accounts
    472,443
    ACCOUNTS
  • Average Account Value
    $302,541
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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