Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Murra? Claim Your ProfileMurra Demond Forbes is an Investment Advisor Representative associated with Fisher Investments in Plano, Texas. Murra has been in the industry since October 2012. Murra is licensed to provide investment advisory services in Texas. Murra was previously registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, VALIC FINANCIAL ADVISORS, INC., and BBVA COMPASS INVESTMENT SOLUTIONS, INC. Murra has experience providing financial planning and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
08/25/2022 - Present
Fisher Investments (PLANO TX)
TX
10/04/2012 - 04/11/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
11/30/2011 - 09/27/2012
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
TX
01/04/2011 - 12/05/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (DALLAS TX)
IA
Issued 08/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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