Bill Murray, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 866-999-1396

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Sr. Financial Consultant, Charles Schwab & Co, 2010-2020
  • Registered Representative, Charles Schwab & Co, 2008-2010

Education

  • Colorado State University, Bachelor of Science - Business Administration

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