William C. Murray

FIRELANDS WEALTH MANAGEMENT

Huron, OH 44839

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CRD#: 5920818

Professional summary

William C Murray, CFP®, who also goes by William Murray, is a registered financial advisor currently at FIRELANDS WEALTH MANAGEMENT, LLC located in Huron, Ohio.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Murray

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.

MESENBURG INC. / NOT INVESTMENT RELATED / 503 MAIN STREET, HURON OH 44839 / CATERING BUSINESS / OWNER / SINCE JUNE 2021 / LESS THAN 5 HOURS PER MONTH DEVOTED TO THIS BUSINESS /LESS THAN 5 HOUR PER MONTH DURING SECURITIES TRADING HOURS DEVOTED TO THIS BUSINESS / BUSINESS DEVELOPMENT, MARKETING W.MURRAY/NOT INVESTMENT RELATED/352 N. MAIN STREET, HURON OH 44839/LICENSED ATTORNEY/ 10 HOURS PER MONTH DEVOTED TO PROVIDING LEGAL SERVICES DURING TRADING HOURS. FIRELAND FEDERAL CREDIT UNION/NOT INVESTMENT RELATED/WE ARE AFFILIATED WITH FIRELANDS FEDERAL CREDIT UNION THROUGH COMMON CONTROL AND OWNERSHIP. THE SERVICES OF FIRELANDS FEDERAL CREDIT UNION ARE SEPARATE AND DISTINCT FROM FIRELANDS WEALTH MANAGEMENT AND REQUIRE SEPARATE AGREEMENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William C 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®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

May 14, 2015 - Present

FIRELANDS WEALTH MANAGEMENT, LLC

Office #1: 352 N. Main Street, Huron, OH 44839

RIA

CRD#: 222527

Huron, OH

Past

February 15, 2013 - April 6, 2015

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SANDUSKY, OH

Past

February 15, 2013 - April 6, 2015

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SANDUSKY, OH

Past

August 25, 2011 - January 10, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

COLUMBUS, OH

Past

July 14, 2011 - January 10, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

COLUMBUS, OH

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

Ohio
(5/21/2015)

IAR

Texas
(5/14/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/23/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/6/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/13/2011

General Securities Representative Examination

Current Firm

FIRELANDS WEALTH MANAGEMENT, LLC

FIRELANDS WEALTH MANAGEMENT | FIRELANDS WEALTH MANAGEMENT, LLC

CRD#: 222527 / SEC#:

Ohio

Registered Investment Advisory firm - (5/21/2015 Approved)

Texas

Registered Investment Advisory firm - (5/12/2015 Conditional Restricted)

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Contact information

Main Address

352 N. Main Street, Huron, OH 44839

Mailing Address

Phone number

(419) 616-0092

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	265
AUM (Assets Under Management)	$ 43,057,000

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.

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William C. Murray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William C Murray's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRELANDS WEALTH MANAGEMENT, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2011

SIE

Date: 4/6/2015

Series 7

Date: 7/13/2011

Current Firm

FIRELANDS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIRELANDS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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