Joseph
Murdock

Wealthbuilders Investments

CRD#7876946
Investment Advisor
in Englewood, CO

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About this Advisor

Joseph Murdock is a financial advisor based in Englewood, Colorado, working with Wealthbuilders Investments. Joseph has previously held positions at Sovereign's Capital, McCormick Equipment Company, Indian Hill School District, Indian Hill Shooting Club, University of Cincinnati, Authentic Counsel, LLC dba Wealth Builders Investments, and Knights of Columbus. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Joseph is part of Wealthbuilders Investments, which operates out of Englewood, Colorado. The firm has 2 offices and 7 employees. The firm manages assets totaling $121.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Wealthbuilders Investments includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

8310 S Valley Hwy Suite 300
Englewood, CO 80112

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Wealthbuilders Investments Brokerage Details

Total Assets Under Management

$121,666,733

CO Average: $2,349,664,866
Total Number of Employees

7

CO Average: 28
Total Number of Accounts

820

CO Average: 1,101
Average Account Size

$148,374

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joseph Murdock Work History

2024 - Present (0 year)

Authentic Counsel, LLC Dba Wealth Builders Investments

2022 - Present (2 years)

Knights Of Columbus

2021 - 2021 (< 1 year)

Sovereign'S Capital

2019 - 2019 (< 1 year)

Mccormick Equipment Company

2018 - 2022 (4 years)

University Of Cincinnati

2017 - 2018 (1 year)

Indian Hill School District

2017 - 2018 (1 year)

Indian Hill Shooting Club

2014 - 2018 (4 years)

Student

Disclosures

Please visit the SEC profile of Joseph Murdock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealthbuilders Investments

Joseph Murdock
Englewood, CO
Joshua Magnus
Englewood, CO
Otis Barnard
Englewood, CO
Chad Frantzen
Colorado Springs, CO
Jose Salcedo
Santa Barbara, CA
Gary Reese
Lakeland, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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