Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mervin Murry is a financial advisor based in Austin, Texas, with over 16 years of experience in the financial industry. Michael is currently registered with Lion Street Advisors, LLC and is active in both the Broker-Dealer and Investment Advisor space. Prior to joining Lion Street Advisors, Michael was employed with LPL Financial LLC, New England Securities, MetLife Securities, Inc., Capital Analysts, Incorporated, IFS Fund Distributors, Inc., Touchstone Securities, Inc., W&S Brokerage Services, Inc., Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Michael's areas of expertise include financial planning, portfolio management, and selection of other advisors. Michael has a strong commitment to providing clients with personalized financial advice and guidance.
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.
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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TX
01/24/2024 - Present
Lion Street Advisors, LLC (AUSTIN TX)
SC
11/17/2014 - 12/07/2023
LPL FINANCIAL LLC (FORT MILL SC)
NY
10/03/2011 - 07/02/2014
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
03/30/2011 - 07/02/2014
METLIFE SECURITIES INC. (SPRINGFIELD MA)
OH
02/18/2009 - 12/03/2009
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
OH
11/20/2007 - 02/10/2009
IFS FUND DISTRIBUTORS, INC. (CINCINNATI OH)
OH
09/18/2007 - 02/10/2009
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
OH
09/17/2007 - 02/10/2009
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
03/07/2007 - 08/10/2007
NEW ENGLAND SECURITIES (CINCINNATI OH)
OH
02/07/2005 - 03/05/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CINCINNATI OH)
MN
02/07/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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