Patrick Murray
Patrick Murray is a registered investment advisor at Ameriprise Financial Services, LLC, based in Berkeley, IL, with 34 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
5500 Saint Charles Rd, Berkeley, IL, 60163
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick owns real estate since 2003 and has a real estate license. He also works for Republic Bank of Chicago, spending about a quarter of his time there.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Investment Professionals, INC.
Investment Professionals, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Firstmerit Financial Services, INCBroker
Firstmerit Advisors, INC.
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.Broker
Uvest Financial Services Group, INC.Broker
Ifmg Securities, INC.Broker
Citicorp Investment ServicesBroker
Re-Direct Securities CORPBroker
Ni Securities CORP.Broker
Dreher & Associates, INC.Broker
Mutual Service CorporationBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.