Philip McMurray, financial advisor Greenwood SC
93 score

Philip McMurray

CRD Number: 5392714
Current Firm: Wells Fargo Advisors, LLC

Philip McMurray (CRD# 5392714) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Greenwood, SC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Greenwood, SC May 2009 - Current 7
Wachovia Bank, Na Greenwood, SC Sep 2006 - Current 10
Wachovia Securities, LLC Greenville, SC Aug 2007 - May 2009 1
Rbc Insurance Greenville, SC Dec 2005 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Philip R. McMurray
Phone Number: 314-875-3000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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, 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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