Unclaimed
David Brian Murray is a financial advisor with Cambridge Investment Research Advisors, Inc. in Gaithersburg, MD. David has over 20 years of experience in the financial services industry. He is a registered representative and investment advisor representative. His experience includes providing financial planning, portfolio management, and investment advice.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
08/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (Gaithersburg MD)
MD
02/11/2003 - 03/15/2010
MML INVESTORS SERVICES, INC. (BETHESDA MD)
WI
01/21/2000 - 08/13/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/21/2000 - 08/13/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
05/03/1999 - 12/15/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
10/21/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 10/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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