1St Global Advisors Inc
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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
Years of Experience
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1St Global Advisors Inc Brokerage Details
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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.
1St Global Capital Corp
Primevest Financial Services, Inc
Citizens National Bank
Jeffrey Murry has no disclosures.
Please visit their SEC profile for more details.