AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RM

Rebecca Gail Murdoch

CFP®
MONEY CONCEPTS CAPITAL
Conway, AR
·CRD# 3171059·20 years experience

Professional Summary

Rebecca Gail Murdoch, CFP®, who also goes by Gail Murdoch, Rebecca Gail Tyson, is a registered financial advisor currently at MONEY CONCEPTS CAPITAL CORP located in Conway, Arkansas. Rebecca is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Rebecca has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 51 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gail Murdoch, Rebecca Gail Tyson

Blog Corner

Similar Advisors

Joshua Lyndon Carter
Joshua Lyndon Carter

MML INVESTORS SERVICES, LLC

Conway, AR · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Joshua Lyndon Carter
Joshua Lyndon Carter

MML INVESTORS SERVICES, LLC

Conway, AR · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Joshua Lyndon Carter
Joshua Lyndon Carter

MML INVESTORS SERVICES, LLC

Conway, AR · CRD#

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.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Joshua Lyndon Carter
Joshua Lyndon Carter

MML INVESTORS SERVICES, LLC

Conway, AR · CRD#

Credentials

CFP®
Certified Financial PlannerSince 2009

Years of Experience

20 years in the financial services industry

Current & Past Employments

MONEY CONCEPTS CAPITAL CORP·CRD# 12963
RIA
BD
1. 2201 Washington Ave Ste 1, Conway, AR 720322. 215 S Arkansas Suite 19, Russellville, AR 72801-5008
January 6, 2026 - Present
MONEY CONCEPTS CAPITAL CORP·CRD# 12963
RIA
BD
1. 2201 Washington Ave Ste 1, Conway, AR 720322. 215 S Arkansas Suite 19, Russellville, AR 72801-5008
December 4, 2025 - Present
TRUTORO·CRD# 169291
BD
Conway, AR
August 20, 2014 - March 20, 2026
TRUTORO·CRD# 169291
RIA
Conway, AR
August 5, 2014 - April 15, 2026
ST. BERNARD FINANCIAL SERVICES, INC.·CRD# 36956
RIA
Conway, AR
March 19, 2010 - August 5, 2014
ST. BERNARD FINANCIAL SERVICES, INC.·CRD# 36956
BD
Conway, AR
March 19, 2010 - August 5, 2014
INVESTORS CAPITAL CORP.·CRD# 30613
RIA
Conway, AR
January 22, 2010 - March 17, 2010
INVESTORS CAPITAL CORP.·CRD# 30613
BD
Conway, AR
June 12, 2009 - March 17, 2010
APPLE TREE INVESTMENTS, INC.·CRD# 144444
BD
Little Rock, AR
February 27, 2008 - June 19, 2009
FIRST ALLIED SECURITIES, INC.·CRD# 32444
BD
Russellville, AR
July 14, 2006 - March 10, 2008

Similar Advisors

Joshua Lyndon Carter
Joshua Lyndon Carter

MML INVESTORS SERVICES, LLC

Conway, AR · CRD#

Current Firm

MC
MONEY CONCEPTS CAPITAL CORP

INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION | MONEY CONCEPTS CAPITAL CORP | MONEY CONCEPTS ADVISORY SERVICE

CRD#: 12963 / SEC#: 801-39736, 8-29671
RIA
Registered Investment Advisory firm - SEC (10/7/1991 Approved)
Virgin Islands
Registered Investment Advisory firm - SEC (10/28/2020 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

11440 Jog Road, Palm Beach Gardens, FL 33418

Mailing Address

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764

Phone Number

(561) 472-2000

Established

Florida since 06/23/1982

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

# of Employees

478

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MONEY CONCEPTS ADVISORY SERVICE FORM ADV PART 2A (3/24/2026)

Direct owners and executive officers

NamePositionCRD#
MONEY CONCEPTS INTERNATIONAL, INCOWNS 100% OF MONEY CONCEPTS CAPITAL CORP.—
BARNETT, CHERYL MORRISVICE PRESIDENT | COMPLIANCE OFFICER1795785
MATOS, LIZA MARIAVICE PRESIDENT | COMPLIANCE OFFICER4371969
RITTMAN, BARRY RICHARDVICE PRESIDENT | CHIEF FINANCIAL OFFICER1997994
WALSH, DENIS STEPHENPRESIDENT | CHIEF EXECUTIVE OFFICER1124278
WALSH, JAMES EDWARDVICE PRESIDENT | ADVERTISING AND COMMUNICATIONS2275368
WALSH, MARY THERESESR VICE PRESIDENT | CHIEF COMPLIANCE OFFICER2829444

Regulatory Assets Under Management

Total Number of Accounts

17,032

AUM (Assets Under Management)

$4,067,994,442

Disclosures

Regulatory Event

8

Arbitration

3

Similar Advisors

Joshua Lyndon Carter
Joshua Lyndon Carter

MML INVESTORS SERVICES, LLC

Conway, AR · CRD#

Other business activities

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.

1 Murdoch Financial Services, D/B/A CARDINAL INVESTMENT GROUP, since 3/2009, FINANCIAL SERVICES (Advisory), CFP, LIFE, HEALTH, 60% time spent on activity during securities hrs. 2. OWNER/CCO VERITAS INDEPENDENT PARTNERS LLC d.b.a Trutoro A BD/RIA FIRM Investment 60% time spent on activity during securities hrs. 3 Managing Member Tartan Properties, LLC rental property, no hours during market hours are contributed to this. Property management, collect rent, manage tenants. 4 Balcony Breeze Parntership, since 12/2025, rental property, Property management for this is handled by a management company. Investment related, 1-10% time spent on activity during securities hrs.

Similar Advisors

Joshua Lyndon Carter
Joshua Lyndon Carter

MML INVESTORS SERVICES, LLC

Conway, AR · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MONEY CONCEPTS CAPITAL CORP

INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION | MONEY CONCEPTS CAPITAL CORP | MONEY CONCEPTS ADVISORY SERVICE

CRD#: 12963 / SEC#: 801-39736, 8-29671
RIA
Registered Investment Advisory firm - SEC (10/7/1991 Approved)
Virgin Islands
Registered Investment Advisory firm - SEC (10/28/2020 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arkansas
(1/6/2026)
IAR
Arkansas
(1/6/2026)
RR
Georgia
(12/4/2025)
RR
Mississippi
(12/4/2025)
RR
Texas
(12/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2006About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Feb 2025About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2006About the Series 7 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Jul 2017About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Sep 2009About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Joshua Lyndon Carter
Joshua Lyndon Carter

MML INVESTORS SERVICES, LLC

Conway, AR · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Gail Murdoch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Rebecca Gail Murdoch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Joshua Lyndon Carter
Joshua Lyndon Carter

MML INVESTORS SERVICES, LLC

Conway, AR · CRD#
RM
Follow Rebecca
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required