Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Murray is an investment advisor representative with Cary Street Partners. William has been working in the financial industry since 2004. William has a wide range of experience, having worked for both Edward Jones and Cary Street Partners. William is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed investment advisor in several states.
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.
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.
Revenue sharing with certain third parties
1
2
VA
01/06/2016 - Present
Cary Street Partners (fredericksburg VA)
VA
07/20/2004 - 10/06/2015
EDWARD JONES (FREDERICKSBURG VA)
IA
Issued 01/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Murray is the right advisor for you? Invested Better is here to help.
