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John Bertram Murray

Pacific Select Distributors, LLC

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About John Bertram Murray

John Bertram Murray is a financial advisor who has been in the industry since 2000. John is currently registered with Pacific Select Distributors, LLC, and is based in Newport Beach, California. John holds a Series 6, 7, and 63 licenses. John was previously registered with Symetra Securities, Inc., Symetra Investment Services, Inc., Sun Life Financial Distributors, Inc., and MFS Fund Distributors, Inc.

Firm Information

John Murray is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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John Murray’s Registration & Firm History

CA

05/16/2014 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

WA

09/30/2013 - 04/28/2014

SYMETRA SECURITIES, INC. (BELLEVUE WA)

MA

06/06/2012 - 09/30/2013

SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)

MA

01/12/2006 - 12/31/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)

MA

03/06/2000 - 01/09/2006

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 06/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2013

Series 7 - General Securities Representative Examination

BC

Issued 03/03/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Bertram Murray.
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