Mcgarry Murray, financial advisor Naperville IL
77 score

Mcgarry Murray

CRD Number: 6320250
Current Firm: Horter Investment Management, LLC

Mcgarry Murray (CRD# 6320250) is an Investment Advisor Representative working at Horter Investment Management, LLC in Naperville, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Horter Investment Management, LLC Cincinnati, OH Oct 2014 - Current 2
Self Employed Naperville, IL Apr 2004 - Current 12
Futurity First Insurance Group Oak Brook, IL Oct 2012 - Jan 2014 1
Cornerstone Senior Services Brentwood, TN Aug 2010 - Oct 2012 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Mcgarry P. Murray
Phone Number: 513-984-9933
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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

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BADGES
77

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