RM
CFP
RM
CFP

Reid Murchison

32 Years of Experience
Wilmington, NC
2 DisclosuresBroker

Reid Murchison is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Wilmington, NC, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1979 Eastwood Road, Suite 104, Wilmington, NC, 28403

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Settled
Customer Dispute
April 2008
Settled
Other Business Activities

Reid has several outside business activities, including ownership in Murfam Assoc Inc., being a book author, and acting as co-trustee for family trusts. He also has ownership in multiple rental properties and other businesses, dedicating minimal time to each.

Employment History
Current Registrations
Wells Fargo Advisors
March 2022 - Present · 4 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - March 2022 · 14 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - March 2022 · 14 yrs 2 mos
A. G. Edwards & Sons, INC.
July 2005 - January 2008 · 2 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
November 1993 - January 2008 · 14 yrs 2 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAHIILKSKYMAMDMEMIMOMSNCNMNVNYOHORPARISCTNTXUTVAWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.