Kevin Murray
Kevin Murray is a CFP-designated registered investment advisor at Synovus Securities, INC., based in Tampa, FL, with 31 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 12,411 clients with $8.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.46% |
| $500K - $1.0M | 1.36% |
| $1.0M - $2.0M | 1.26% |
| $2M+ | 1.16% |
Rates reflect the Advisor Directed Program schedule (highest standard SSI retention rate among main programs). Fees vary across different programs (such as SMA, Strategist, UMA) which also include subadviser and platform fees. Fees are negotiable.
Fee Estimator
Location
4488 West Boy Scout Blvd, Tampa, FL, 33607
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2011Customer Dispute
March 2010Employment History
Current Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
Previous Registrations
Suntrust Advisory Services LLC
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Invest Financial CorporationBroker
Raymond James & Associates, INC.Broker
State Registrations25 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.
Exams
More Advisors
- Michael FetzerSynovus Securities, INC.
- Charles Poe, CFAGrand Central Investment Group, LLC
- Kenneth Remsen, CFPUSAA Investment Services Company
- Larry Parkin, CFPHb Wealth
- James Vondrak, CFP, ChFC
- Mark Maurer, CFPCapital Investment Advisory Services, LLC