Alexander Murray (CRD# 7321747) is an Investment Advisor Representative working at Smart Wealth, LLC in Omaha, NE and has over 2 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Smart Wealth | Omaha, NE | Oct 2021 - Current | 2 |
| Student | Lincoln, NE | Oct 2011 - Current | 12 |
| Retire Smart | Omaha, NE | Mar 2021 - Oct 2021 | < 1 |
| Creative Landscaping | Lincoln, NE | May 2018 - Aug 2020 | 2 |
| Hy-vee | Lincoln, NE | May 2016 - May 2018 | 2 |
| Glock Detasseling | Waverly, NE | Jul 2015 - May 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- AZ
- CO
- FL
- IA
- NE
- SC
- TX
-
Total Assets Under Management303MILLIONS
-
Total Number of Accounts2,710ACCOUNTS
-
Average Account Value$111,784
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CO, FL, IA, NE, SC, TX
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