Daniel Murdock
Daniel Murdock is a CFP-designated registered investment advisor at Equitable Advisors, LLC, based in Salt Lake City, UT, with 40 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
2825 E Cottonwood Parkway, Suite 430, Salt Lake City, UT, 84121
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2005Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Daniel works as a senior executive coach providing training and development, dedicating minimal time to this role. He is also approved to offer property and casualty insurance through Haggerty Insurance Agency and sell health and disability insurance, as well as other insurance products outside of Equitable Network.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Mimlic Sales CorporationBroker
Nylife Securities INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.