Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lee Murdock is a financial advisor with Truist Advisory Services, Inc. based in Atlanta, GA. Kevin is active in both broker-dealer and investment advisor capacities and is registered in 53 states and the District of Columbia. Kevin has over 8 years of experience in the financial services industry and specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals. Kevin has also been a successful author of various fiction novels for many years.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
04/04/2018 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
VA
09/29/2016 - 02/16/2017
SCOTTRADE, INC. (WOODBRIDGE VA)
MD
02/09/2015 - 10/18/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKVILLE MD)
MD
11/18/2013 - 05/14/2014
EDWARD JONES (NORTH BETHESDA MD)
BOTH
Issued 12/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2017
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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