Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Murray is a financial advisor with over 30 years of experience in the industry. Scott is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 7 and Series 63 license. Scott has a proven track record of success in providing financial advice to individuals, families, and businesses. Scott is currently registered with LPL Financial LLC. Prior to joining LPL Financial LLC, Scott was with Avantax Investment Services, Inc. Scott is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
IA
10/29/2021 - Present
LPL Financial LLC (WEST DES MOINES IA)
IA
05/26/1992 - 11/01/2021
AVANTAX INVESTMENT SERVICES, INC. (WEST DES MOINES IA)
MN
10/11/1991 - 05/07/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/11/1991 - 05/07/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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