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Philip William Murray

Wells Fargo Clearing Services, LLC

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About Philip William Murray

Philip Murray is a financial advisor who has been in the industry since 1996. Philip is currently registered with Wells Fargo Clearing Services, LLC. Prior to this, Philip worked at Prudential Annuities Distributors, Inc., The Leaders Group, Inc., Quick & Reilly, Inc., MML Investors Services, Inc., Allmerica Investments, Inc., Aetna Investment Services, LLC, Prudential Investment Management Services LLC, Pruco Securities Corporation, MetLife Securities Inc., and Metropolitan Life Insurance Company. Philip holds the Series 6, Series 26, Series 63, and SIE licenses.

Firm Information

Philip Murray is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

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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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.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

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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Philip Murray’s Registration & Firm History

PA

05/05/2017 - Present

Wells Fargo Clearing Services, LLC (WEST CHESTER PA)

PA

03/14/2008 - 02/03/2017

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)

CO

07/30/2004 - 03/11/2008

THE LEADERS GROUP, INC. (LITTLETON CO)

NY

03/11/2004 - 08/06/2004

QUICK & REILLY, INC. (NEW YORK NY)

MA

03/26/2003 - 08/27/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MA

04/30/2001 - 10/28/2002

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

CT

07/15/1999 - 03/08/2001

AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)

NJ

01/01/1997 - 06/23/1999

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

03/14/1996 - 01/01/1997

PRUCO SECURITIES CORPORATION (NEWARK NJ)

MA

02/04/1993 - 07/07/1994

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/04/1993 - 07/07/1994

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip William Murray.
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