Murray Ian Kerdman
Professional Summary
Murray Ian Kerdman, who also goes by Murray Kerdman, is a registered financial advisor currently at PRIME SOURCE ENTERPRISES, INC located in Montecito, California. Murray is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Murray has worked at 1 firm and has passed the Series 2 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Murray Kerdman
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
PRIME SOURCE ENTERPRISES, INC
Contact Information
Main Address
Montecito, CAPhone Number
(805) 720-6230# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
12AUM (Assets Under Management)
$25,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Sep 1996Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Murray Ian Kerdman's CRS (Customer Relationship Summary).
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