Latham W. Murfey

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CRD#: 841949

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.

Latham Warner Murfey III, who also goes by Latham Warner Murfey, Skip Murfey III, Skip Murfey, was a registered financial professional .

Latham is a previously registered financial professional and started their career in finance in 2003. Latham had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Latham Warner Murfey | Skip Murfey Iii | Skip Murfey

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 9, 2009 - December 31, 2021

HEADWATERS INVESTMENT COUNSEL, LLC

RIA

CRD#: 107958

KIRTLAND, OH

Past

February 11, 2003 - December 31, 2007

HEADWATERS INVESTMENT COUNSEL, LLC

RIA

CRD#: 107958

WILLOUGHBY, OH

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

HEADWATERS INVESTMENT COUNSEL, LLC

BETTER HOMES OHIO, LLC | MURFEY ASSET MANAGEMENT INC | HEADWATERS INVESTMENT COUNSEL, LLC | HEADWATERS INVESTMENT COUNSEL LLC

CRD#: 107958 / SEC#: 801-38750

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Contact information

Main Address

10409 Wisner Road Bldg A, Kirtland, OH 44094

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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