William Murray (CRD# 5920818) is an Investment Advisor Representative working at Firelands Wealth Management, LLC in Huron, OH and has over 12 years of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 2470574
Raymond James Financial Services Advisors, Inc.
CRD# 5590292
Pnc Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Firelands Wealth Management | Huron, OH | Apr 2015 - Current | 9 |
| Ubs Financial Services Inc. | Toledo, OH | Feb 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- OH
- TX
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts272ACCOUNTS
-
Average Account Value$125,257
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
OH, TX
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