Jeffrey
Murry

1St Global Advisors Inc

CRD#5649127
Investment Advisor
in Dallas, TX
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About this Advisor

Jeffrey Murry is a certified financial planner who lives in Dallas, Texas. Currently an advisor with 1St Global Advisors Inc, they have accumulated 10 years of professional experience in the financial advisory industry. Murry holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Murry can act as an advisor in Texas. Murry has gained experience at Primevest Financial Services, Inc, Citizens National Bank and 1St Global Capital Corp. 1St Global Advisors Inc is headquartered in Dallas, Texas, and operates out of 436 locations throughout the United States. As a company, 1St Global Advisors Inc manages $10 billion in assets throughout 28,955 client accounts and retains more than 1,049 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 24,397 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. 1St Global Advisors Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

12750 Merit Drive Suite 1200
Dallas, TX 75251

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1St Global Advisors Inc Brokerage Details

Total Assets Under Management

$9,997,015,164

TX Average: $3,042,739,679
Total Number of Employees

1,049

TX Average: 49
Total Number of Accounts

28,955

TX Average: 2,315
Average Account Size

$345,260

TX Average: $1,314,358

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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
  • Selection of other advisers

Jeffrey Murry Work History

Jeffrey has 10 years of experience.

2010 - Present (9 years)

1St Global Capital Corp

2009 - 2010 (1 year)

Primevest Financial Services, Inc

2008 - 2010 (2 years)

Citizens National Bank

Disclosures

Jeffrey Murry has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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