Lorin J. Mcmurray
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.
Lorin James Mcmurray, CFP® was a registered financial professional .
Lorin is a previously registered financial professional and started their career in finance in 1987. Lorin had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6 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
January 7, 2022 - June 17, 2022
PNC MANAGED ACCOUNT SOLUTIONS, INC.
January 5, 2022 - January 6, 2022
PNC MANAGED ACCOUNT SOLUTIONS, INC.
September 15, 2021 - December 31, 2021
PNC MANAGED ACCOUNT SOLUTIONS, INC.
August 18, 2021 - June 17, 2022
PNC WEALTH MANAGEMENT LLC
August 16, 2021 - June 17, 2022
PNC WEALTH MANAGEMENT LLC
May 16, 2013 - August 16, 2021
BBVA SECURITIES INC.
August 16, 2011 - August 17, 2021
PNC MANAGED ACCOUNT SOLUTIONS, INC.
March 15, 2010 - May 16, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC
June 8, 2001 - December 4, 2009
GUARANTY BROKERAGE SERVICES, INC.
May 25, 2001 - July 31, 2001
FISERV INVESTOR SERVICES, INC.
December 10, 1993 - May 23, 2001
CAPITAL BROKERAGE CORPORATION
January 20, 1989 - December 14, 1991
ARAGON FINANCIAL SERVICES, INC.
August 31, 1987 - December 6, 1988
MONY SECURITIES CORPORATION
State Registrations and Notice Filings
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Exams
Current Firm
PNC MANAGED ACCOUNT SOLUTIONS, INC.
CRD#: 110476 / SEC#: 801-56131
Contact information
Regulatory assets under management
| Total Number of Accounts | 768 |
| AUM (Assets Under Management) | $ 588,442,024 |
Red Flags
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