David
Murray
Voya Financial Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
David Murray is a financial advisor based in Portland, Maine with a total of 4 years of relevant experience. Murray works at Voya Financial Advisors, Inc. Over the course of their career, they have held roles at Davinci Capital Management Inc and Voya Financial Advisors, Inc. Murray maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Maine and New York. Voya Financial Advisors, Inc is a business operating out of Windsor, CT. The firm has offices in 299 locations and a total of 605 people on staff. It has $2 billion in assets among its 13,909 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises five charitable organizations. Of its 13,909 accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets. Voya Financial Advisors, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fee types billed by Voya Financial Advisors, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Voya Financial Advisors, Inc Brokerage Details
$2,410,968,380
605
13,909
$173,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
David Murray Work History
David has been registered as a financial advisor for 4 years.*
Voya Financial Advisors, Inc
Davinci Capital Management Inc
*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 David 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 Voya Financial Advisors, Inc
Windsor, CT
Dublin, OH
Redlands, CA
Windsor, CT
Braintree, MA
Indianapolis, IN
Hilton Head Island, SC
Federal Way, WA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
