Colin Murray, financial advisor Seekonk MA
96 score

Colin Murray

CRD 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 8 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.

Similar Advisors
Ronald Kent, financial advisor Seekonk MA
Ronald W. Kent
CRD# 728447
Spinnaker Asset Management Inc.
Score
103
Similar Advisors
Rick Campbell, financial advisor Seekonk MA
Rick W. Campbell
CRD# 4566472
Financial Independence, LLC
Score
103
Similar Advisors
Paul Duval, financial advisor Seekonk MA
Paul F. Duval
CRD# 2076914
Genesis Wealth Advisors, LLC
Score
103
Professional Designations
Company Name Location Dates Years
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
Contact Info for Colin D. Murray
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
  • VT
  • RI
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.