Dirk Murray, financial advisor Idaho Falls ID
83 score

Dirk Murray

CRD Number: 3030130
Current Firm: Sowell Management Services

Dirk Murray (CRD# 3030130) is an Investment Advisor Representative working at Sowell Management Services in Idaho Falls, ID and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Sowell Management Services Idaho Falls, ID Jun 2014 - Current 2
Intermountain Wealth Management, Inc. Idaho Falls, ID Feb 2009 - Jun 2014 5
Ameriprise Financial Svs.(fka American Express Fin Advisors) Midvale, UT Aug 2004 - Apr 2009 4
Ids Life Insurance Company Midvale, UT Aug 2004 - Apr 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S66 NASAA Uniform Combined State Law Examination Jul 2004
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Dirk T. Murray
Phone Number: 501-219-2434
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    493
    MILLIONS
  • Total Number of Accounts
    3,041
    ACCOUNTS
  • Average Account Value
    $162,159
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, OK, OR, PA, TN, TX, UT, VA, WA, WV

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BADGES
83

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