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Joseph Murdock

Wealthbuilders Investments

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About Joseph Murdock

Joseph Murdock is an investment advisor representative with Wealthbuilders Investments in Englewood, CO. Joseph has been in the industry since February 2024. Joseph holds a Series 65 license and is registered to provide investment advisory services in Colorado. Joseph has been involved in the financial industry in a variety of roles, including working for Knights of Columbus in New Haven, CT.

Firm Information

Joseph Murdock is currently registered with Wealthbuilders Investments. Wealthbuilders Investments is an investment advisory firm based in ENGLEWOOD, CO. They provide financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. They have approximately $121.67 million in regulatory assets under management and serve a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. They are registered with the SEC and have a total of 5 investment advisory professionals.
Wealthbuilders Investments

8310 SOUTH VALLEY HIGHWAY

ENGLEWOOD, CO 80112

$121.67M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Murdock’s Registration & Firm History

CO

01/21/2025 - Present

Wealthbuilders Investments (ENGLEWOOD CO)

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Licenses & Designations

IA

Issued 03/22/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Murdock.
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