William
Murray Ii
Efficient Advisors
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About this Advisor
William Murray II is a financial advisor based in Scottsdale, Arizona, working with Efficient Advisors. William has previously held positions 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. William has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, William is part of Efficient Advisors, which operates out of Scottsdale, Arizona. The firm has 3 offices and 25 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Efficient Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Efficient Advisors Brokerage Details
$2,357,579,975
25
15,510
$152,004
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
William Murray Ii Work History
Efficient Advisors, LLC
Firstline Financial, LLC
Copperwood Financial
Corepath Wealth Partners
Arizona Biltmore
Villa Montessori School
Main Event Services
Universal Parking Of America
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
Mason, OH
Durham, NC
Cincinnati, OH
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