Colin MurrayCRD Number: 5511350
Current Firm: Citizens Securities, Inc.
Colin Murray (CRD# 5511350) is an Investment Advisor Representative working at Citizens Securities, Inc. in Seekonk, MA and has over 9 years of experience in the finance industry. Colin Murray 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.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Cco Investment Services Corp||S Attleboro, MA||Jul 2012 - Current||4|
|New York Life Ins Co||Providence, RI||Jun 2008 - Jul 2012||4|
|Ri Ra Providence||Providence, RI||May 2000 - Jun 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2008|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV