Unclaimed
Dean Rowan Murray is a financial advisor registered with Mercer Global Advisors Inc. located in Austin, TX. Dean is a Registered Investment Advisor with Series 65 license. Dean obtained the Series 65 license on 10/22/1998. Dean Murray has been a registered investment advisor for over 20 years. Dean Murray works with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Dean is also a Chartered Financial Analyst.
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.
Trust services, estate planning, tax return preparation, consultation
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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TX
01/30/2018 - Present
Mercer Global Advisors Inc. (Austin TX)
IA
Issued 10/22/1998
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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