Joseph Murray, financial advisor Mariemont OH
73 score

Joseph Murray

CRD Number: 1446724
Current Firm: Prudential Financial Planning Services

Joseph Murray (CRD# 1446724) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mariemont, OH and has over 30 years of experience in the finance industry.

Similar Advisors
Timothy Guthrie, CFP, financial advisor Mariemont OH
Timothy R. Guthrie, CFP
CRD# 1989045
Bullseye Investment Management, LLC
Score
108
Similar Advisors
James Owens, financial advisor Mariemont OH
James W. Owens
CRD# 4780124
Lang Advisors LLC
Score
106
Similar Advisors
Nathan Bishop, CFA, financial advisor Mariemont OH
Nathan A. Bishop, CFA
CRD# 5594136
Opus Capital Group, LLC
Score
103
Company Name Location Dates Years
The Prudential Insurance Company Of America Mariemont, OH Apr 1988 - Current 28
Pruco Securities,llc Mariemont, OH Feb 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Dec 1997
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:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Joseph G. Murray
Phone Number: 800-235-7637
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Joseph Murray and other advisors.
BADGES
73

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.