Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Murray is an investment advisor representative with Smart Wealth, LLC and has been in the industry for over 3 years. Alexander is registered as an investment advisor representative in 13 states. Alexander specializes in providing financial planning and portfolio management services to individuals and corporations. Alexander is a graduate of the University of Nebraska-Lincoln and holds a Series 65 license. Smart Wealth, LLC is a Registered Investment Advisor with offices in Omaha, NE. The firm primarily provides financial planning and portfolio management services to individuals and corporations. The firm manages assets in excess of $300 million.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
NE
08/06/2024 - Present
Smart Wealth, LLC (OMAHA NE)
IA
Issued 08/02/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Alexander Murray is the right advisor for you? Invested Better is here to help.
