Harvey McMurray (CRD# 7492045) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Atlanta, GA and has over 2 years of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invesco | Atlanta, GA | Apr 2024 - Current | < 1 |
| Stepstone Private Wealth | Charlotte, NC | Jun 2022 - Feb 2024 | 1 |
| Capitalwize, LLC | Atlanta, GA | Jan 2022 - Jun 2022 | < 1 |
| Unemployed | Charlotte, NC | Aug 2021 - Dec 2021 | < 1 |
| State Employees Credit Union | Raleigh, NC | Apr 2021 - Jul 2021 | < 1 |
| Tobin & Company | Charlotte, NC | Feb 2021 - Apr 2021 | < 1 |
| True Capital Management | San Francisco, CA | Feb 2019 - Feb 2021 | 2 |
| Bills And Stoll | Encino, CA | Jan 2018 - Feb 2019 | 1 |
| Ptd Business Management | Sherman Oaks, CA | Jan 2017 - Jan 2018 | 1 |
| Provident Financial Management | Santa Monica, CA | Jun 2016 - Jan 2017 | < 1 |
| Pfeiffer University | Misenheimer, NC | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management746,325MILLIONS
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Total Number of Accounts38,517ACCOUNTS
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Average Account Value$19,376,520
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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