Murray Kerdman is a registered investment advisor at Prime Source Enterprises, INC, based in Montecito, CA, with 29 years of industry experience. Murray operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1 clients with $25M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Montecito, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prime Source Enterprises, INC
Previous Registrations
Prime Source Enterprises, INC
State Registrations1 state
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