TM
CFP
TM
CFP

Terrance Murray

24 Years of Experience
Walnut Creek, CA
Broker

Terrance Murray is a CFP-designated registered investment advisor, based in Walnut Creek, CA, with 24 years of industry experience.

Location

1600 S Main Street, #120, Walnut Creek, CA, 94596

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Terrance is an officer of Terrance C. Murray, Inc., a passive investor in a condo unit, dedicating minimal time. He is also a shareholder in Northwest Advantage, Inc. and a limited partner in MSC Investors and Evergreen Advantage, LTD, all related to Supercut franchises; additionally, he is an approved FINRA arbitrator, spending a few hours per week on this activity.

Employment History
Current Registrations
Sanctuary Securities, INC.
June 2019 - Present · 6 yrs 11 mos
Sanctuary Advisors, LLC
June 2019 - Present · 6 yrs 11 mos
Sanctuary Securities, INC.Broker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2001 - June 2019 · 17 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2001 - June 2019 · 17 yrs 9 mos
State Registrations6 states
CADEILINNVWA
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.
Terrance Murray - Financial Advisor | TrueAdvisor