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Scott Michael Murray

Advisor at Private Advisor Group, LLC — Spokane, WA

Updated today

Credentials

Series 63, Series 66

Experience

23 years

Location

Spokane, WA 99201

Private Advisor Group, LLC logo

Private Advisor Group, LLC

Enterprise

Total advisors

921

Across 421 offices

Clients per advisor

181 Very High

Avg AUM per client

$330,212 Low

HNW client ratio

17% Typical

About

Scott Murray is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 licenses. He has 23 years of industry experience and has previously worked at LPL Financial, Mariner Independent Advisor Network, Voya Financial Advisors, and Valic Financial Advisors. Outside of his advisory roles, he operates Black Stone Financial, Inc., which provides non-variable insurance products including term and permanent insurance and fixed annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based approach, utilizing technology platforms and third-party managers to tailor investment strategies according to client goals and risk tolerances.

Client services

Based on Private Advisor Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Solicitation/referral

Expertise

Based on Private Advisor Group, LLC

Annuities

Occupation focus

Based on Private Advisor Group, LLC

Founder/Business Owner

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Fee options

Fixed

Flat fee arrangements possible for certain services or periods, subject to negotiation.

Percentage

$0 - 'level set in client agreement': Negotiated up to a maximum of 2.00% annually for non-wrap accounts $0 - 'level set in client agreement': Up to 2.25% annually for wrap accounts

Commissions

Commissions charged on securities transactions if clients engage certain IARs in their capacity as registered representatives of LPL; Firm receives no part of these commissions.

Project-based

Hourly fees for financial planning and consulting services, negotiable based upon scope of services.

Subscriptions

Subscription-based payment plans available for financial planning and consulting services.

Other

Minimum fee: The Firm does not generally require an annual minimum fee or asset level for investment advisory services, but can reduce its annual minimum fee or charge a lesser fee based on various criteria. Fee-only: Negotiable fees including fixed fees, hourly fees, or subscription-based payment plans for financial planning and consulting services.

Location

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Spokane, WA

818 W Riverside Ave Ste 425

Spokane WA 99201

Advisors at this office

1

Most active in

Washington

Work history

23 years of industry experience

Private Advisor Group, LLC

2026 - Present • 1 year

Morristown, NJ

LPL Financial, llc

2017 - Present • 9 years

Spokane, WA

Mariner Independent Advisor Network, LLC

2017 - 2026 • 9 years

Spokane, CA

Voya financial Advisors

2009 - 2017 • 8 years

Spokane, WA

Valic Financial Advisors

2003 - 2009 • 6 years

WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Maxim M

CFP®, Series 66

Mead, WA

Averton Wealth

Maxim Makhnyk is a CFP®-designated financial advisor at Averton Wealth with six years of industry experience. He previously worked at LPL Financial, Trustage/CMG/CBSI, Edward Jones, and MW Consulting Engineers. Averton Wealth offers discretionary asset management alongside financial planning and consulting for individuals, high-net-worth clients, trusts, and estates. The firm uses quantitative planning tools like Monte Carlo analysis and modern portfolio theory to create customized strategies, providing both portfolio management and hourly financial planning engagements.

General retirement planning

Eric S

CFP®, Series 66, Series 63

Spokane, WA

Selkirk Wealth Advisors, LLC

Eric Stutzman is a CFP® professional with 14 years of industry experience. He has worked at Etesian Wealth Advisors, Inc. since 2013. Stutzman is based in Spokane, WA, and holds the Series 66 license. Selkirk Wealth Advisors, LLC provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $207 million on a discretionary basis and offers customized portfolios using no-load mutual funds, ETFs, individual stocks and bonds, as well as access to third-party money managers.

Wealth management Trust structures (GRAT, IDGT, revocable) Roth conversion strategy Founder/Business Owner Airline Pilot Self-Employed Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964) Approaching retirement Retired

Amy D

CFP®, Series 66

Spokane, WA

Stewardship Concepts Financial Services LLC

Amy Drury, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. She works with retirees and near-retirees who want help making sense of retirement income, investments, taxes, Social Security, and the decisions that come with this stage of life. Amy enjoys helping clients feel more organized, prepared, and confident about their financial future. Her approach is thoughtful and detail-oriented, with a focus on helping people understand how the pieces of their retirement plan fit together. Outside the office, Amy enjoys summer days at the lake with her husband, Clint, and their daughters, Blakely and Lyla. She also enjoys trying new recipes, reading, and running on sunny days.

General retirement planning Income planning Retirement income strategy Roth conversion strategy Wealth management Retired Executive Approaching retirement Retired

Sarah W

Series 65, CFP®

Spokane, WA

Selkirk Wealth Advisors, LLC

Sarah Williams is a financial advisor at Selkirk Wealth Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Fulcrum Financial Group before joining Selkirk Wealth Advisors in 2017. Selkirk Wealth Advisors provides comprehensive financial planning and discretionary investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm customizes portfolios using no-load mutual funds, ETFs, individual stocks and bonds, and offers access to third-party money managers while managing approximately $207 million for around 204 clients.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management

Noah S

CFP®, Series 65

Spokane, WA

Stewardship Concepts Financial Services LLC

Noah Schwab, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. He works primarily with retirees and near-retirees who want help making sense of retirement income, Roth conversions, Social Security, investments, and taxes. Noah became a financial advisor because he enjoys helping people make confident decisions during major life transitions. His work focuses on helping clients bring the pieces of retirement together into a plan that feels clear, thoughtful, and aligned with their goals. Outside the office, Noah enjoys traveling, backpacking, pickleball, chess, and spending time with his wife, Jenny, and their son, Judah.

Retirement income strategy Medicare planning Roth conversion strategy Retirement withdrawal strategies Charitable giving tax strategies Retired Attorney Dentist Doctor or Medical Professional Executive Approaching retirement Retired

Eric C

CFP®, Series 63, Series 65

Spokane, WA

Quantum Financial Planning Services, Inc.

Eric Christiansen is a CFP® with 30 years of industry experience. He has worked at Quantum Financial Planning Services, Inc. since 1995 and was previously with Securities Service Network, Inc. for 18 years. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on comprehensive financial planning and investment management using globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy General tax planning Retired Approaching retirement Retired
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