Stephanie
Murray
Beacon Financial Strategies Corp
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About this Advisor
Stephanie Murray is a financial advisor operating out of Raleigh, North Carolina, with a total of 10 years of relevant experience. Murray is an advisor for Beacon Financial Strategies Corp. The advisor has gained experience at First Command Financial Planning, Beacon Financial Strategies Corp and Five Star Staffing. Murray holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Beacon Financial Strategies Corp is a business operating out of Raleigh, NC. It handles $223 million in total assets across its 492 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 492 accounts, 51% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically are based on which services the firm provides the client. However, fee types charged by Beacon Financial Strategies Corp can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Financial Strategies Corp Brokerage Details
$222,977,033
5
492
$453,205
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Stephanie Murray Work History
Stephanie has been registered as a financial advisor for 10 years.*
Beacon Financial Strategies Corp
Five Star Staffing
First Command Financial Planning
*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 Stephanie 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 Beacon Financial Strategies Corp
Raleigh, NC
Raleigh, NC
Raleigh, NC
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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