Whitney
Murray

Waddell & Reed

CRD#5644404
Investment Advisor
in Portland, OR
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About this Advisor

Whitney Murray is an advisor whose office is in Portland, Oregon. Currently a registered advisor at Waddell & Reed, Murray has 18 years of experience in the financial advisory industry. Murray holds Series 63 and Series 66 licenses, qualifying the advisor as a securities agent. Murray is registered to operate in Alaska, California, Colorado, Florida, Idaho, Minnesota, Montana, New Jersey, South Dakota, Texas, Washington, Virginia, Louisiana, Maryland and North Carolina. Throughout their career, Murray has worked at First Investors Corp, Student, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Linda Kjerulf, Vista Heights Condominiums and Kjerulf Inc. Waddell & Reed is headquartered in Portland, Oregon, and operates out of 357 additional offices in the nation. In aggregate, Waddell & Reed manages $22 billion in assets throughout 153,672 client accounts and employs more than 2,000 people. The level of assets currently under the firm's management places it among the biggest firms in the country. The firm manages 4,082 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Waddell & Reed provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

18 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

825 Ne Multnomah St Ste 1120
Portland, OR 97232-2270

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

OR Average: $2,243,162,756
Total Number of Employees

1,700

OR Average: 44
Total Number of Accounts

169,956

OR Average: 4,091
Average Account Size

$124,780

OR Average: $548,316

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Investment Advisory Services

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

Whitney Murray Work History

Whitney has 18 years of experience.

2017 - Present (2 years)

Steven Goto

2015 - Present (4 years)

Kjerulf Inc

2013 - 2018 (5 years)

Vista Heights Condominiums

2011 - 2015 (4 years)

Linda Kjerulf

2011 - Present (8 years)

Various Insurance Carriers For W & R Insurance Agencies

2011 - Present (8 years)

Waddell & Reed, Inc

2010 - 2011 (1 years)

Linda Kjerulf

2009 - 2009 (0 years)

First Investors Corp

2009 - 2010 (1 years)

Waddell & Reed, Inc

2009 - 2010 (1 years)

Various Insurance Carriers For W & R Insurance Agencies

2009 - 2015 (6 years)

Rotaract Club Of Salem

2000 - 2008 (8 years)

Student

Disclosures

Whitney Murray has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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