DM
DM

David Murdock

32 Years of Experience
West St Paul, MN
1 DisclosureBrokerSells Insurance

David Murdock is a registered investment advisor at Cetera Investment Advisers LLC, based in West St Paul, MN, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

161 Marie Ave E, West St Paul, MN, 55118

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History

Regulatory History (1)
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Customer Dispute
February 2009
Denied
Other Business ActivitiesSells Insurance

David sells fixed insurance with various companies, including life, health, and annuities, dedicating a few hours per week. He also works full-time as a financial advisor for The Servion Group and as a registered representative for Mill City Investments, providing financial services and selling investment and insurance products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2001 - Present · 24 yrs 8 mos
Cetera Wealth Services, LLC
September 2001 - Present · 24 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
New England SecuritiesBroker
August 1993 - September 2001 · 8 yrs 1 mo
State Registrations25 states
AZCACOFLIAIDILKSKYMIMNMOMTNCNENMNVOHORSDTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.