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John Edward Murray

Cambridge Investment Research Advisors, Inc.

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About John Edward Murray

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.

Firm Information

John Murray is currently registered with Cambridge Investment Research Advisors, Inc.. Cambridge Investment Research Advisors, Inc. is an investment advisor with over 3,000 licensed agents and registered representatives. Based in Fairfield, Iowa, the firm provides a range of advisory services including financial planning, pension consulting, educational seminars, and market timing services. Their client base encompasses high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. The firm manages approximately $87.37 billion in assets under management.
Cambridge Investment Research Advisors, Inc.

1776 PLEASANT PLAIN RD.

FAIRFIELD, IA 52556-8757

$87.37B

Assets Under Management

71,763

Total Clients

3,513

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitation fees from 3rd party money managers

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John Murray’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Edward Murray.
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