Lilian S. Murray
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Lilian Shackelford Murray, who also goes by Lilian Mabel Murrary, Lilian M Shackelford, Lilian Mabel Shackelford, was a registered financial professional .
Lilian is a previously registered financial professional and started their career in finance in 1987. Lilian had worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 28, 2012 - February 10, 2023
DOVEDALE INVESTMENTS, LLC
July 12, 2002 - December 31, 2010
SAINTS ADVISORS LLC
August 23, 2000 - December 21, 2000
PRUDENTIAL EQUITY GROUP, LLC
November 19, 1996 - November 10, 1999
VOLPE BROWN WHELAN & COMPANY, LLC
July 14, 1995 - October 22, 1996
FIRST UNION CAPITAL MARKETS CORP.
December 23, 1992 - June 29, 1995
MORGAN STANLEY DW INC.
October 20, 1987 - April 7, 1988
E. F. HUTTON & COMPANY INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
DOVEDALE INVESTMENTS, LLC
CRD#: 164745 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 8,100,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
