Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Raymond Murray is an Investment Advisor Representative at BIP Wealth, LLC, based in Alpharetta, GA. Chase has a Series 65 license and is registered with the state of Georgia. Chase has experience in the financial services industry, working previously at Salesforce and FullStory. Chase's professional background also includes experience in the sports and education industries. Chase's specializations include financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
05/20/2024 - Present
BIP Wealth, LLC (Alpharetta GA)
IA
Issued 05/07/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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