Nathan D Murdock

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 12/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 05/2014 → 12/2016
  Bank Of America, N.A.
  Salt Lake City, UT
• 12/2016 → Present
  Cuna Brokerage Services
  Waverly, IA
• 12/2016 → Present
  Goldenwest Cu
  Ogden, UT
• 05/2022 → Present
  Lpl Financial Llc
  Kaysville, UT

Previous Registrations

• 2017-01-05 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Murray, UT
  Ogden, UT
  Kaysville, UT
• 2014-04-01 → 2016-12-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 2007-01-17 → 2014-03-27
  Strategic Advisers Llc
  Salt Lake City, UT

Other Businesses

1.05/13/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name MEMBERS Financial Services; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.01/03/2024; Goldenwest Insurance Services; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 10/01/2019; 80hrs/mth; 40hrs during trading 3.08/19/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Goldenwest Investment Services; Investment Related; at Reported Business Location(s); Start Date 09/01/2026; 170hrs/mth; 145hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-01-16
• S63 Uniform Securities Agent State Law Examination
  1999-02-23

Other Names

• Nate Murdock
• Nate Murdock
• Nathan Deane Murdock