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Gannon Kenneth james Agnew

Investment adviser representative at Murray Financial Services, Inc
10 yearsExperience
1 stateRegistered in
$134MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Murray Financial Services, IncJan 2025 to now
  2. Uc Berkeley; Lake Tahoe CcAug 2024 to Mar 2026
  3. Murray Financial Services, IncJun 2023 to Jul 2023
  4. Almendra Winery & DistilleryMay 2022 to Jul 2022
  5. University of California, BerkeleyAug 2020 to Sep 2024
  6. Pdq Market & DeliJun 2019 to Jul 2020
  7. Chico Senior High SchoolAug 2016 to Jun 2020
  8. Chico Youth Soccer LeagueAug 2016 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

Murray Financial Services, Inc

$134MAssets managed
132Clients
2Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8180506
Firm CRD
176528
Advisor's SEC record (opens in a new tab)
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