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Gannon A

Series 65

Chico, CA

Murray Financial Services, Inc.

Gannon Agnew is an advisor with Murray Financial Services, Inc. He holds a Series 65 credential and has one year of industry experience. His prior work includes roles at Almendra Winery & Distillery and PDQ Market & Deli. Murray Financial Services serves individuals, pension and profit-sharing plans, corporations, and non-profits with discretionary portfolio management, financial planning, and pension consulting. The firm employs a long-term, asset-allocation-driven investment approach, primarily using mutual funds from Dimensional and exchange-listed securities, with custody held at Charles Schwab.

Wealth management
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Kevin M

Series 63, Series 66

Chico, CA

Murray Financial Services, Inc.

Kevin Murray is a financial advisor with Murray Financial Services, Inc. in Chico, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with LPL Financial, LLC since 2006 and founded Murray Financial Services in 2015. Outside his advisory work, he is a licensed insurance agent involved in selling fixed insurance products including life, long-term care, and term insurance. Murray Financial Services provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, corporations, non-profits, and employee benefit plans. The firm emphasizes asset allocation using primarily Dimensional Funds mutual funds and manages accounts on a discretionary basis with a focus on tax-efficient strategies and regular rebalancing.

Wealth management
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