Megan McMurry (CRD# 6377544) is an Investment Advisor Representative working at Bridges Investment Management Inc. in Omaha, NE and has over 9 years of experience in the finance industry. Megan McMurry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bridges Investment Management, Inc. | Omaha, NE | Feb 2023 - Current | 1 |
| Bridges Investment Management, Inc. | Omaha, NE | Sep 2017 - Feb 2023 | 5 |
| Ubs Financial Services Inc. | Omaha, NE | Aug 2014 - Sep 2017 | 3 |
| Dana F. Cole & Company, LLP | Omaha, NE | Jan 2006 - Aug 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- NE
- TX
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Total Assets Under Management9,146MILLIONS
-
Total Number of Accounts2,513ACCOUNTS
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Average Account Value$3,639,445
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, FL, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WY
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