Matthew Murdock, financial advisor Placerville CA

Matthew Murdock

CRD Number: 5041060
Current Firm: Wealthguard Advisors, Inc.

Matthew Murdock (CRD# 5041060) is an Investment Advisor Representative working at Wealthguard Advisors, Inc. in Placerville, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthguard Advisors, Inc. Placerville, CA Jun 2018 - Current 3
The Bristlecone Approach, Inc. Placerville, CA Nov 2016 - Current 5
Securities America, Inc. Placerville, CA Jan 2009 - Aug 2018 9
Securities America Advisors, Inc. Lavista, NE Jan 2009 - Aug 2018 9
Matthew Casey Murdock Placerville, CA Sep 2013 - Nov 2016 3
Wealthguard Advisors, Inc. Placerville, CA Jan 2011 - Aug 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Matthew C. Murdock
Phone Number: 530-621-1111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    146
    MILLIONS
  • Total Number of Accounts
    761
    ACCOUNTS
  • Average Account Value
    $191,221
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, ID, NV, OR, TX, UT, WA

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