Unclaimed
Reid Murchison is a financial advisor with Wells Fargo Advisors Financial Network, LLC, where Reid has been employed since March of 2022. Prior to that, Reid was employed at Wells Fargo Clearing Services, LLC. Reid is a CERTIFIED FINANCIAL PLANNER™ professional, holds a Series 63, 65, 66, 7 and SIE licenses and is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kansas, Maine, Maryland, Massachusetts, Missouri, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
02/06/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WILMINGTON NC)
NC
01/01/2008 - 03/03/2022
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON NC)
NC
11/24/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WILMINGTON NC)
BOTH
Issued 07/07/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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