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Eric Murray

32 Years of Experience
Fairborn, OH
BrokerSells Insurance

Eric Murray is a registered investment advisor at Cetera Investment Advisers LLC, based in Fairborn, OH, with 32 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

562 E Dayton Yellow Springs Road, Fairborn, OH, 45324

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Eric owns Moneywise Inc., providing financial and estate planning services, dedicating nearly full-time hours. Eric also owns Moneywise Insurance Group Inc. dba G.A. Campbell Agency, working as an insurance agent and manager nearly full-time, and is a board member of Greene Foundation Board, spending minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
December 1999 - February 2025 · 25 yrs 2 mos
Concourse Financial Group Securities, INC.Broker
October 1999 - February 2025 · 25 yrs 4 mos
Tower Square Securities, INC.Broker
October 1998 - November 1999 · 1 yr 1 mo
Advantage Capital CorporationBroker
August 1994 - October 1998 · 4 yrs 2 mos
Travelers Equities Sales, INC.Broker
January 1994 - August 1994 · 7 mos
State Registrations2 states
OHUT
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.