William Murray, financial advisor Huron OH
90 score

William Murray

CRD Number: 5920818
Current Firm: Firelands Wealth Management, LLC

William Murray (CRD# 5920818) is an Investment Advisor Representative working at Firelands Wealth Management, LLC in Huron, OH and has over 5 years of experience in the finance industry.

Similar Advisors
Wayne Maslyk, financial advisor Huron OH
Wayne K. Maslyk
CRD# 2726739
Great Lakes Benefits And Wealth Management
Score
101
Similar Advisors
Joseph Hoffman, financial advisor Huron OH
Joseph R. Hoffman
CRD# 2418270
Hoffman Investment Services, LLC
Score
98
Similar Advisors
James Day, financial advisor Huron OH
James H. Day
CRD# 1092122
Cambridge Investment Research Advisors, Inc.
Score
96
Company Name Location Dates Years
Firelands Wealth Management Huron, OH Apr 2015 - Current 1
Ubs Financial Services Inc. Toledo, OH Feb 2013 - Apr 2015 2
Merrill Lynch, Pierce, Fenner & Smith, Inc. Columbus, OH Apr 2011 - Dec 2012 1
Unemployed Columbus, OH Jan 2011 - Mar 2011 < 1
Thomas J. Murray &amp; Associates Sandusky, OH Mar 2009 - Dec 2010 1
Unemployed Columbus, OH Jun 2008 - Feb 2009 < 1
Capital University Law School Columbus, OH Jun 2006 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for William C. Murray
Phone Number: 419-503-0636
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $114,893
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

OH, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.