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Dariel P. Murray

WILKINS MILLER WEALTH MANAGEMENT
MOBILE, AL 36608
Some features on this profile are disabled
CRD#: 2891789
DM

Professional summary

Dariel Porter Murray, who also goes by Dariel Rhea Porter, is a registered financial advisor currently at WILKINS MILLER WEALTH MANAGEMENT, LLC located in Mobile, Alabama and PURSHE KAPLAN STERLING INVESTMENTS located in Mobile, Alabama.

Dariel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Dariel has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dariel Rhea Porter

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) - RIA

Click below to view Dariel Porter Murray'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

February 25, 2025 - Present

WILKINS MILLER WEALTH MANAGEMENT, LLC

Office #1: 41 West Interstate 65, Service Road North Suite 400, Mobile, AL 36608
RIA
CRD#: 162222
MOBILE, AL
Current

January 2, 2013 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 41 W. I65, Service Road N Suite 400, Mobile, AL 36608
BD
CRD#: 35747
MOBILE, AL
Past

January 12, 2009 - December 3, 2012

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
MOBILE, AL
Past

January 12, 2009 - December 3, 2012

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
MOBILE, AL
Past

August 3, 2007 - December 16, 2008

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
MOBILE, AL
Past

March 26, 2007 - December 16, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
MOBILE, AL
Past

September 2, 2005 - January 3, 2007

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
MOBILE, AL
Past

September 30, 1998 - October 4, 2003

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
BIRMINGHAM, AL
Past

June 13, 1997 - April 1, 1998

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 13, 1997 - April 1, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WM
WILKINS MILLER WEALTH MANAGEMENT, LLC
WILKINS MILLER HIERONYMUS WEALTH MANAGEMENT, LLC | WILKINS MILLER WEALTH MANAGEMENT, LLC

CRD#: 162222 / SEC#: 801-125952

RIA
Registered Investment Advisory firm - (6/23/2022 Approved)
Alabama
Registered Investment Advisory firm - (6/27/2022 Terminated)
Texas
Registered Investment Advisory firm - (6/27/2022 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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
Alabama
(1/2/2013)
IAR
Alabama
(2/25/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/24/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/29/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/12/1997
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

WM
WILKINS MILLER WEALTH MANAGEMENT, LLC
WILKINS MILLER HIERONYMUS WEALTH MANAGEMENT, LLC | WILKINS MILLER WEALTH MANAGEMENT, LLC

CRD#: 162222 / SEC#: 801-125952

RIA
Registered Investment Advisory firm - (6/23/2022 Approved)
Alabama
Registered Investment Advisory firm - (6/27/2022 Terminated)
Texas
Registered Investment Advisory firm - (6/27/2022 Terminated)
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Contact information

Main Address
41 West Interstate 65, Service Road North Suite 400, Mobile, AL 36608
Mailing Address
Po Box 70047, Mobile, AL 36670
Phone number
(251) 410-6700
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WM WEALTH MANAGEMENT FORM ADV PART 2A BROCHURE (2/12/2025)

Regulatory assets under management

Total Number of Accounts521
AUM (Assets Under Management)$ 220,080,000

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.

Company Information

WILKINS MILLER WEALTH MANAGEMENT, LLC

CRD#: 162222Mobile, AL 36608

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