William Murray, financial advisor Huron OH
93 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 6 years of experience in the finance industry.

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Company Name Location Dates Years
Firelands Wealth Management Huron, OH Apr 2015 - Current 3
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
  • Total Number of Accounts
  • Average Account Value
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


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

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