Peter
Murray

Forvis Mazars Wealth Advisors, LLC

CRD#7326040
Investment Advisor
in Villa Park, IL

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About this Advisor

Peter Murray is a financial advisor based in Villa Park, Illinois, working with Forvis Mazars Wealth Advisors, LLC. Peter has previously held positions at Forvis Wealth Advisors, Northwestern Mutual, University Of Nebraska- Lincoln, Huntley High School / Marlowe Middle School, Crossland Literacy, and National Gift Card. Peter has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Peter is part of Forvis Mazars Wealth Advisors, LLC, which operates out of Villa Park, Illinois. The firm has 52 offices and 120 employees. The firm manages assets totaling $7.9 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, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Forvis Mazars Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1901 S. Meyers Road, Suite 500
Villa Park, IL 60181-5210

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Forvis Mazars Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$7,888,121,845

IL Average: $11,469,110,461
Total Number of Employees

120

IL Average: 458
Total Number of Accounts

12,298

IL Average: 33,415
Average Account Size

$641,415

IL Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Peter Murray Work History

2022 - Present (2 years)

Forvis Wealth Advisors

2021 - 2022 (1 year)

Northwestern Mutual

2020 - 2022 (2 years)

National Gift Card

2019 - 2021 (2 years)

Crossland Literacy

2018 - 2021 (3 years)

University Of Nebraska- Lincoln

2012 - 2018 (6 years)

Huntley High School / Marlowe Middle School

Disclosures

Please visit the SEC profile of Peter Murray 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 Forvis Mazars Wealth Advisors, LLC

Bronson Verhines
Indianapolis, IN
Deanna Foley
Springfield, MO
Alexander Hunter
Kansas City, MO
Jacob Durbin
Indianapolis, IN
Braiden Jolliff
Springfield, MO
Justin Wheeler
Springfield, MO
Natalie Hyde
Omaha, NE
John Fleming
Springfield, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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