William
Murray Ii
Efficient Advisors
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About this Advisor
William Murray Ii is a financial advisor who works out of Scottsdale, Arizona. Murray Ii is an employee of Efficient Advisors. During their career, Murray Ii has held roles at Copperwood Financial, Universal Parking Of America, Villa Montessori School, Main Event Services, Arizona Biltmore, Firstline Financial, LLC, Efficient Advisors, LLC and Corepath Wealth Partners. Murray Ii maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Arizona. Efficient Advisors is a business operating in Scottsdale, Arizona. The investment advisory business has offices in three locations and a total of 25 employees. It has $2 billion in total assets across its 12,950 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 12,950 client accounts, just 7% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors vary depending on the type of financial services. Fees charged by Efficient Advisors likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Efficient Advisors Brokerage Details
$1,870,228,388
25
12,950
$144,419
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
William Murray Ii Work History
William has been registered as a financial advisor for 0 years.*
Efficient Advisors, LLC
Firstline Financial, LLC
Copperwood Financial
Corepath Wealth Partners
Arizona Biltmore
Villa Montessori School
Main Event Services
Universal Parking Of America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Murray Ii to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Efficient Advisors
Mason, OH
Yardley, PA
Matthews, NC
Cincinnati, OH
Scottsdale, AZ
Durham, NC
Mason, OH
Newtown Square, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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