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Murray Carlyle Kinlaw is a registered investment advisor representative with Fifth Third Wealth Advisors LLC, licensed in North Carolina, Ohio, and Texas. Murray has been in the financial services industry since July 2006. Murray holds the Series 65 exam, which is the Uniform Investment Adviser Law Examination. Murray specializes in financial planning, selection of other advisors, and portfolio management for individuals and businesses.
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.
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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OH
12/05/2024 - Present
Fifth Third Wealth Advisors LLC (CINCINNATI OH)
Active
Inactive
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