RM
CFP
RM
CFP

Rebecca Gail Murdoch

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
806 clients
Average Client Portfolio
$162K average
Assets Under Management
$130.7M

Fee Structure

Minimum Investment:$200K
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Location

2201 Washington Avenue, Suite 2, Conway, AR, 72032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Rebecca is the owner of Cardinal Investment Group, a financial services firm offering CFP services and insurance products (life, variable, health). She is also the Owner/CCO of Veritas Independent Partners LLC and a Managing Member of Tartan Properties, LLC, a rental property.

Employment History
Current Registrations
TrutoroBroker
August 2014 - Present · 11 yrs 6 mos
Trutoro
August 2014 - Present · 11 yrs 6 mos
Previous Registrations
St. Bernard Financial Services, INC.Broker
March 2010 - August 2014 · 4 yrs 5 mos
St. Bernard Financial Services, INC.
March 2010 - August 2014 · 4 yrs 5 mos
Investors Capital Advisory
January 2010 - March 2010 · 2 mos
Investors Capital CORP.Broker
June 2009 - March 2010 · 9 mos
Apple Tree Investments, INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
First Allied Securities, INC.Broker
July 2006 - March 2008 · 1 yr 8 mos
State Registrations11 states
ARCACOFLGAILINMSNMTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Rebecca Gail Murdoch - Financial Advisor | TrueAdvisor