Morgan Murdock, financial advisor Morgan City LA

Morgan Murdock

CRD Number: 5369222
Current Firm: Raymond James Financial Services Advisors, Inc.

Morgan Murdock (CRD# 5369222) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Morgan City, LA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Woodforest Wealth Strategies Morgan City, IA Jul 2023 - Current < 1
Woodforest Financial Services, Inc. Morgan City, IA Jul 2023 - Current < 1
Raymond James Financial Services, Inc. Morgan City, LA Feb 2019 - Current 5
Raymond James Financial Services Advisors, Inc. Morgan City, LA Feb 2019 - Current 5
Coastline Wealth Group Morgan City, LA Feb 2019 - Jul 2023 4
Edward Jones Morgan City, LA May 2009 - Feb 2019 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Morgan M. Murdock
Phone Number: 727-567-3020
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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