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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Lyn Murray is a financial advisor registered in Oklahoma and Washington. Stacy Lyn Murray has been in the industry since 2008 and is currently employed by Northwest Asset Management. Stacy Lyn Murray is also a Certified Financial Planner. Northwest Asset Management is an advisory firm with offices in Oklahoma City, OK and MERCER ISLAND, WA. The firm has approximately 3,271,377,063 USD in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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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OK
08/12/2024 - Present
Northwest Asset Management (Oklahoma City OK)
IA
Issued 05/30/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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