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AW

Angela Whitehead

MURRAY SECURITIES
Tyler, TX 75701
Some features on this profile are disabled
CRD#: 1446983
AW

Professional summary

Angela Whitehead, who also goes by Angie Whitehead, is a registered financial professional currently at MURRAY SECURITIES, INC. located in Tyler, Texas.

Angela is registered as a RR (Registered Representative) and started their career in finance in 1986. Angela has worked at 7 firms and has passed the Series 66, Series 63, Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Angie Whitehead

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Angela Whitehead's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 3, 2007 - Present

MURRAY SECURITIES, INC.

Office #1: 909 Ese Loop 323, Suite 200, Tyler, TX 75701
RIA
BD
CRD#: 142783
Tyler, TX
Past

November 9, 2005 - October 4, 2006

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
TYLER, TX
Past

August 20, 2002 - December 8, 2003

LINCOLN INVESTMENT

RIA
CRD#: 519
TYLER, TX
Past

August 16, 2002 - December 8, 2003

LINCOLN INVESTMENT

BD
CRD#: 519
FORT WASHINGTON, PA
Past

June 2, 1998 - August 12, 2002

MURRAY TRAFF SECURITIES

BD
CRD#: 17828
TYLER, TX
Past

April 12, 1993 - August 13, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

October 25, 1991 - March 15, 1993

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX
Past

April 25, 1986 - July 3, 1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(3/25/2024)
RR
Colorado
(3/7/2024)
RR
Texas
(10/3/2007)
RR
Virginia
(3/13/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/23/1999
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/16/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/1/1998
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MS
MURRAY SECURITIES, INC.
MURRAY SECURITIES, INC | MURRAY SECURITIES, INC.

CRD#: 142783 / SEC#: , 8-67488

Texas
Registered Investment Advisory firm - SEC (7/25/2017 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
909 Ese Loop 323, Suite 200, Tyler, TX 75701
Mailing Address
909 Ese Loop 323, Suite 200, Tyler, TX 75701
Phone number
(903) 561-5588
Established
Texas since 10/13/2006
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees
3

FINRA licenses (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
MURRAY, GARY VONNPRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER709064

Regulatory assets under management

Total Number of Accounts55
AUM (Assets Under Management)$ 75,000,000

Disclosures

Regulatory Event1

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.

Company Information

MURRAY SECURITIES, INC.

CRD#: 142783Tyler, TX 75701

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