Taren
Mcmurray
Family Investment Center
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About this Advisor
Taren Mcmurray is a financial advisor based in Lenexa, Kansas, working with Family Investment Center. Taren has previously held positions at Family Investment Center and Gtrust Financial Partners. Taren has passed the Series 65 regulatory exam and is registered to provide services in Kansas, Missouri, and Texas. Currently, Taren is part of Family Investment Center, which operates out of Lenexa, Kansas. The firm has 2 offices and 16 employees. The firm manages assets totaling $515.7 million 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, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Family Investment Center includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Family Investment Center Brokerage Details
$515,700,484
16
1,918
$268,874
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Taren Mcmurray Work History
Family Investment Center
Family Investment Center
Gtrust Financial Partners
Disclosures
Please visit the SEC profile of Taren Mcmurray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Lenexa, KS
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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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