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Marissa Murray

14 Years of Experience
Lake Oswego, OR
Broker

Marissa Murray is a registered investment advisor at Raymond James & Associates, INC., based in Lake Oswego, OR, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5300 Meadows Road, Suite 250, Lake Oswego, OR, 97035-5294

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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 Activities

Marissa owns and operates an Etsy shop called Whammo Gammo, creating and selling goods. She dedicates minimal time to this business, primarily outside of trading hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2024 - Present · 2 yrs
Raymond James & Associates, INC.
November 2013 - Present · 12 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
UBS Financial Services INC.Broker
May 2011 - October 2013 · 2 yrs 5 mos
State Registrations51 states
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Exams
No exam information available for this advisor.