Unclaimed
John Edward Murray is a financial advisor with over 20 years of experience. John Edward is a Certified Financial Planner and Chartered Financial Consultant and is currently registered with Cambridge Investment Research Advisors, Inc. John Edward has been in the industry since 2001. He offers financial planning, portfolio management, and other services to a wide range of clients including individuals, businesses, and pension and profit-sharing plans. John Edward is committed to helping clients achieve their financial goals and he believes in building long-term relationships with them. John Edward has previously been registered with MML Investors Services, LLC, Allstate Financial Services, LLC, PRUCO Securities, LLC, and State Farm VP Management Corp.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
01/03/2022 - Present
Cambridge Investment Research Advisors, Inc. (Dallas TX)
TX
02/22/2018 - 02/05/2020
MML INVESTORS SERVICES, LLC (Dallas TX)
TX
05/24/2016 - 08/30/2017
ALLSTATE FINANCIAL SERVICES, LLC (DALLAS TX)
TX
11/05/2014 - 05/03/2016
PRUCO SECURITIES, LLC. (IRVING TX)
TX
01/13/2011 - 04/16/2014
MML INVESTORS SERVICES, LLC (PLANO TX)
CT
05/01/1998 - 09/03/2010
STATE FARM VP MANAGEMENT CORP. (NORTH HAVEN CT)
BOTH
Issued 05/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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