Dirk Murray, financial advisor Idaho Falls ID

Dirk Murray

CRD Number: 3030130
Current Firm: Sentinel Wealth Strategies

Dirk Murray (CRD# 3030130) is an Investment Advisor Representative working at Sentinel Wealth Strategies in Idaho Falls, ID and has over 23 years of experience in the finance industry.

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Arkadios Wealth Advisors
Company Name Location Dates Years
Sentinel Wealth Strategies Idaho Falls, ID Nov 2016 - Current 7
Sentinel Wealth Strategies Idaho Falls, ID Sep 2014 - Current 9
Sowell Management Services Idaho Falls, ID Jun 2014 - Current 9
Intermountain Wealth Management, Inc. Idaho Falls, ID Feb 2009 - Jun 2014 5
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Dirk T. Murray
Phone Number: 208-538-0214
Registered State(s):
  • ID
  • MT
  • NV
  • UT
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $63,872
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

ID, MT, NV, UT

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