Matthew Murray, financial advisor Corpus Christi TX
81 score

Matthew Murray

CRD Number: 4603108
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Murray (CRD# 4603108) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Corpus Christi, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Corpus Christi, TX Jan 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Corpus Christi, TX Jan 2016 - Current < 1
Td Ameritrade, Inc. Fort Worth, TX Nov 2012 - Dec 2015 3
Unemployed Keller, TX May 2012 - Nov 2012 < 1
M&m Manufacturing Tulsa, OK Dec 2011 - Apr 2012 < 1
Fidelity Investments Westlake, TX Jan 2011 - Dec 2011 < 1
Unemployed Keller, TX Dec 2010 - Dec 2010 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Flower Mound, TX Oct 2009 - Nov 2010 1
Banc Of America Investment Services, Inc. Flower Mound, TX Jul 2008 - Oct 2009 1
Banc Of America Insurance Services, Inc. Flower Mound, TX Jul 2008 - Oct 2009 1
Chase Investment Services Corp. Chicago, IL Jul 2005 - Jul 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Matthew W. Murray
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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