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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Murray is a financial advisor with Voya Financial Advisors, Inc. David has been in the industry since 1998 and has been registered with Voya Financial Advisors, Inc. since 2019. Previously, David was a financial advisor at Davinci Capital Management, Inc. David has a broad range of experience in the financial services industry, including experience working with high-net-worth individuals, corporations, and charitable organizations. David specializes in financial planning, portfolio management, and investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ME
10/12/2022 - Present
Voya Financial Advisors, Inc. (Portland ME)
MA
05/04/2012 - 01/22/2019
DAVINCI CAPITAL MANAGEMENT, INC. (CAMBRIDGE MA)
ME
07/28/2011 - 04/23/2012
COMMONWEALTH FINANCIAL NETWORK (CUMBERLAND FORESIDE ME)
ME
02/19/2008 - 07/28/2011
DAVINCI CAPITAL MANAGEMENT INC. (YARMOUTH ME)
ME
04/16/2003 - 02/29/2008
PROEQUITIES, INC. (AUBURN ME)
ME
10/04/2001 - 06/25/2002
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
08/03/1998 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
IA
Issued 08/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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