Nathan MurdockCRD Number: 3175191
Current Firm: Cuna Brokerage Services, Inc.
Nathan Murdock (CRD# 3175191) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Murray, UT and has over 19 years of experience in the finance industry.
Uma Financial Services Inc.
|Goldenwest Cu||Ogden, UT||Dec 2016 - Current||1|
|Cuna Brokerage Services||Waverly, IA||Dec 2016 - Current||1|
|Bank Of America, N.a.||Salt Lake City, UT||May 2014 - Dec 2016||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Salt Lake City, UT||Mar 2014 - Dec 2016||2|
|Fidelity Brokerage Services LLC||Salt Lake City, UT||Jan 2007 - Mar 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV