Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Murray is a financial advisor with over 20 years of experience in the industry. He is a registered representative with SCF Securities, Inc. and an investment advisor representative with SCF Investment Advisors, Inc. James Murray specializes in financial planning, portfolio management, and retirement planning. He is also a Certified Financial Planner. James Murray has a broad range of experience serving individual investors, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/20/2012 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
CO
11/09/2006 - 08/20/2010
NEXT FINANCIAL GROUP, INC. (GOLDEN CO)
NE
06/24/2004 - 12/05/2006
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IL
09/10/1999 - 04/30/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 07/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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