KM
KM

Keegan Murray

1 Year of Experience
Plano, TX
Sells Insurance

Keegan Murray is a registered investment advisor at Fisher Investments, based in Plano, TX, with 1 years of industry experience. Keegan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2683 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Fisher Investments primarily serves institutional clients. The firm's fee structure varies depending on the investment strategy and the amount invested. Fees are calculated as a percentage of the assets managed. For some strategies, there is also a performance-based fee. Fees may be negotiable for higher asset levels. Fisher Investments also manages retirement plans, with fees up to 0.80% of assets managed.

Loading...

Location

6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Keegan works as a financial consultant for Florida Financial Advisors and as a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. He also engages in fixed insurance sales for Florida Financial Insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Fisher Investments
January 2026 - Present · 4 mos
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
May 2025 - August 2025 · 3 mos
Florida Financial Advisors, LLC
June 2024 - August 2025 · 1 yr 2 mos
State Registrations2 states
FLTX
Advisor

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.