Palmer Murray, financial advisor Hunt Valley MD

Palmer Murray

CRD Number: 6383091
Current Firm: Ubs Financial Services Inc.

Palmer Murray (CRD# 6383091) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hunt Valley, MD and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Hunt Valley, MD Jun 2018 - Current 6
Ubs Financial Services Inc. Weehawken, NJ Dec 2016 - Jun 2018 1
Ubs New York, NY Dec 2015 - Dec 2016 1
Ubs Fs Weehawken, NJ Aug 2015 - Dec 2015 < 1
Dickinson College Carlisle, PA Aug 2011 - May 2015 3
Ubs Financial Inc. Baltimore, MD Jul 2014 - Aug 2014 < 1
Webbmason Hunt Valley, MD May 2013 - Jul 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2016
Contact Info for Palmer D. Murray
Phone Number: 201-352-3000
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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