Cbiz Investment Advisory Services
39yrs
Top advisor by experience at Cbiz Investment Advisory Services
30yrs
Based in Fairborn, Ohio, Eric Murray is a fiduciary financial advisor with 30 years of industry experience. Eric has been with Cetera Investment Advisers since 2025; before that, Eric spent 25 years at Concourse Financial Group Securities. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15 advisors with offices in Fairborn, and one of 11 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 14% by experience in Ohio
Office562 E Dayton Yellow Springs Road, Fairborn, OH 45324
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2025 – nowCetera Investment Advisers LLCCurrent firm
- 1999 – 2025Concourse Financial Group Securities, Inc.Previously
Contact Eric
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Eric. 562 E Dayton Yellow Springs RoadFairborn, OH 45324Office · Get directions
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Eric Murray. Eric works from the Fairborn, OH office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1996, about 30 years. Top 14% by experience in Ohio.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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