Kimberly MurrayCRD Number: 1899381
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kimberly Murray (CRD# 1899381) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norfolk, VA and has over 21 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Norfolk, VA||Aug 2010 - Current||7|
|Ubs Financial Services Inc.||Norfolk, VA||Feb 2010 - Aug 2010||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Norfolk, VA||Oct 2009 - Feb 2010||< 1|
|Banc Of America Investment Services, Inc.||Norfolk, VA||Mar 2007 - Oct 2009||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Norfolk, VA||Aug 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1997|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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