Stacy
Murray

Full Sail Capital, LLC

CRD#7262468
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Stacy Murray is a financial advisor based in Oklahoma City, Oklahoma, working with Full Sail Capital, LLC. Stacy has previously held positions at Kpmg Llp and Full Sail Capital, LLC. Stacy has passed the Series 65 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Stacy is part of Full Sail Capital, LLC, which operates out of Oklahoma City, Oklahoma. The firm has 16 employees and manages assets totaling $1.8 billion. The firm 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 pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Full Sail Capital, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

124 N.W. 10Th St
Oklahoma City, OK 73103

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Full Sail Capital, LLC Brokerage Details

Total Assets Under Management

$1,831,472,226

OK Average: $681,523,814
Total Number of Employees

16

OK Average: 15
Total Number of Accounts

1,609

OK Average: 642
Average Account Size

$1,138,267

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Stacy Murray Work History

2020 - Present (4 years)

Full Sail Capital, LLC

2008 - 2020 (12 years)

Kpmg Llp

Disclosures

Please visit the SEC profile of Stacy 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 Full Sail Capital, LLC

Kyle Ray
Oklahoma City, OK
Tyler Grubbs
Oklahoma City, OK
Max Rhodes
Oklahoma City, OK
Zachary Reynolds
Oklahoma City, OK
Jordan Dean
Oklahoma City, OK
Hunter Brown
Oklahoma City, OK
Austin Burks
Oklahoma City, OK
David Stanley
Oklahoma City, OK

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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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.

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