Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Darrin Murray is a financial advisor with over 35 years of experience in the industry. Jeffrey is currently registered with LPL Financial LLC. Prior to that, Jeffrey was registered with Lombard Securities Incorporated, Benjamin F. Edwards & Company, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc. and Wheat, First Securities, Inc.. Jeffrey holds a Series 63, Series 65, Series 7, and Series 8 license. Jeffrey is currently registered in Delaware, Florida, Georgia, Kentucky, Maryland, Michigan, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and West Virginia. Jeffrey's firm, LPL Financial LLC, manages over $463 billion in assets. Jeffrey is a highly experienced financial advisor with a strong track record of success.
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.
Consulting and other non-discretionary advisory services
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.
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2
VA
06/21/2024 - Present
LPL Financial LLC (Tazewell VA)
VA
05/31/2018 - 06/24/2024
LOMBARD SECURITIES INCORPORATED (TAZEWELL VA)
VA
11/20/2009 - 05/30/2018
BENJAMIN F. EDWARDS & COMPANY, INC. (TAZEWELL VA)
VA
01/01/2008 - 11/25/2009
WELLS FARGO ADVISORS, LLC (BLUEFIELD VA)
VA
10/23/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BLUEFIELD VA)
NC
07/18/1988 - 10/30/1990
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
10/22/1986 - 07/19/1988
A. G. EDWARDS & SONS, INC.
IA
Issued 01/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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