MM
Michael E. Murray
KINETIC INVESTMENT MANAGEMENT
Los Angeles, CA 91754
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CRD#: 4577147
MM
Professional summary
Michael Eric Murray is a registered financial advisor currently at KINETIC INVESTMENT MANAGEMENT, INC. located in Los Angeles, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. MURRAY & ASSOCIATES INSURANCE SERVICES, LLC, INVESTMENT RELATED, 5273 E BEVERLY BLVD, LOS ANGELES, CA 900022, OWNER, 09/25/2012, 20, 1,INSURANCE BROKER FOR LIFE, HEALTH, DENTAL, VISION, AND LONG TERM CARE. 2. MICHAEL MURRAY POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 5273 E. Beverly Blvd, Los Angeles CA 90022, United States DESCRIPTION: Insurance agent selling life, health, LTC. 3. Insurance agent offering life, health, disability, LTC insurance, annuities, and Medicare.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Eric Murray's 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®
NoneExperience
Current
April 14, 2023 - Present
KINETIC INVESTMENT MANAGEMENT, INC.
Office #1: 5273 E. Beverly Blvd, Los Angeles, CA 91754RIA
CRD#: 283034
Los Angeles, CA
Past
June 22, 2010 - February 23, 2023
OSAIC SERVICES, INC.
RIA
CRD#: 133763
LOS ANGELES, CA
Past
June 17, 2010 - February 23, 2023
OSAIC SERVICES, INC.
BD
CRD#: 133763
LOS ANGELES, CA
Past
September 3, 2008 - April 28, 2009
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
CYPRESS, CA
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".
KI
KINETIC INVESTMENT MANAGEMENT, INC.
BALDWIN FINANCIAL GROUP | WEALTH PROTECTION PARTNERS | TOOLSON CAPITAL MANAGEMENT | THRIVERIGHT FINANCIAL GROUP, LLC | THE DIRECT EFFECT | TERRA FIRMA FINANCIAL ADVISORY | STONEBRIAR FINANCIAL | SMRS FINANCIAL ADVISORY | SAFE MONEY RETIREMENT STRATEGIES | SAFE HARBOR SOLUTIONS | RTA & ASSOCIATES | RETIREMENT TRANSITIONS LLC | PROVOST FINANCIAL SERVICES | OZMENT AGENCY | MITCHELL FINANCIAL GROUP | MAXGUARD WEALTH | KINETIC INVESTMENT MANAGEMENT, INC. | KINETIC FINANCIAL | KINETIC AGENCY | FS2 FINANCIAL SERVICES | COTTER FINANCIAL GROUP LLC | CAPITAL INSURANCE GROUP | BUSSENGER FINANCIAL GROUP | BIGGS FINANCIAL SERVICES | BETTRLIFE FINANCIAL SERVICES LLC
CRD#: 283034 / SEC#: 801-118383
RIA
Registered Investment Advisory firm - (4/8/2020 Approved)California
Registered Investment Advisory firm - (5/16/2020 Terminated)Illinois
Registered Investment Advisory firm - (4/8/2020 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.Highlighted states indicate IAR registrations
IAR
California(4/14/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KI
KINETIC INVESTMENT MANAGEMENT, INC.
BALDWIN FINANCIAL GROUP | WEALTH PROTECTION PARTNERS | TOOLSON CAPITAL MANAGEMENT | THRIVERIGHT FINANCIAL GROUP, LLC | THE DIRECT EFFECT | TERRA FIRMA FINANCIAL ADVISORY | STONEBRIAR FINANCIAL | SMRS FINANCIAL ADVISORY | SAFE MONEY RETIREMENT STRATEGIES | SAFE HARBOR SOLUTIONS | RTA & ASSOCIATES | RETIREMENT TRANSITIONS LLC | PROVOST FINANCIAL SERVICES | OZMENT AGENCY | MITCHELL FINANCIAL GROUP | MAXGUARD WEALTH | KINETIC INVESTMENT MANAGEMENT, INC. | KINETIC FINANCIAL | KINETIC AGENCY | FS2 FINANCIAL SERVICES | COTTER FINANCIAL GROUP LLC | CAPITAL INSURANCE GROUP | BUSSENGER FINANCIAL GROUP | BIGGS FINANCIAL SERVICES | BETTRLIFE FINANCIAL SERVICES LLC
CRD#: 283034 / SEC#: 801-118383
RIA
Registered Investment Advisory firm - (4/8/2020 Approved)California
Registered Investment Advisory firm - (5/16/2020 Terminated)Illinois
Registered Investment Advisory firm - (4/8/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
633 W 5th Street Suite 1050, Los Angeles, CA 90071
Mailing Address
Phone number
(800) 711-4818
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,857 |
| AUM (Assets Under Management) | $ 348,218,341 |
Red Flags
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