RM
Rebecca G. Murdoch
TRUTORO
Conway, AR 72032
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CRD#: 3171059
RM
Professional summary
Rebecca Gail Murdoch, CFP®, who also goes by Gail Murdoch, Rebecca Gail Tyson, is a registered financial advisor currently at TRUTORO 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 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gail Murdoch | Rebecca Gail Tyson
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.
BRANCH OFFICE (Murdoch Financial Services) D/B/A CARDINAL INVESTMENT GROUP. INVESTMENT RELATED. 2201 Washington Ave, Ste 1, CONWAY AR, 72032. NATURE OF BUSINESS: FINANCIAL SERVICES, CFP, INSURANCE (LIFE, VARIABLE, HEALTH). OWNER. STARTED 3/2010. 40 HRS WK. OWNER/CCO VERITAS INDEPENDENT PARTNERS LLC d.b.a Trutoro A BD/RIA FIRM Managing Member Tartan Properties, LLC rental property, no hours during market hours are contributed to this. Property management, collect rent, manage tenants
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Gail Murdoch's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Rebecca Gail Murdoch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
August 5, 2014 - Present
TRUTORO
Office #1: 2201 Washington Ave Suite 1, Conway, AR 72032Office #2: 2201 Washington Ave Suite 2, Conway, AR 72032RIA
BD
CRD#: 169291
Conway, AR
Current
August 20, 2014 - Present
TRUTORO
Office #1: 2201 Washington Ave Suite 1, Conway, AR 72032Office #2: 2201 Washington Ave Suite 2, Conway, AR 72032RIA
BD
CRD#: 169291
Conway, AR
Past
March 19, 2010 - August 5, 2014
ST. BERNARD FINANCIAL SERVICES, INC.
RIA
CRD#: 36956
CONWAY, AR
Past
March 19, 2010 - August 5, 2014
ST. BERNARD FINANCIAL SERVICES, INC.
BD
CRD#: 36956
CONWAY, AR
Past
January 22, 2010 - March 17, 2010
INVESTORS CAPITAL CORP.
RIA
CRD#: 30613
CONWAY, AR
Past
June 12, 2009 - March 17, 2010
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
CONWAY, AR
Past
February 27, 2008 - June 19, 2009
APPLE TREE INVESTMENTS, INC.
BD
CRD#: 144444
LITTLE ROCK, AR
Past
July 14, 2006 - March 10, 2008
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
RUSSELLVILLE, AR
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".
TR
TRUTORO
BUTLER FINANCIAL SERVICES | VERITAS INDEPENDENT PARTNERS, LLC | TRUTORO | SUQUTRA INVESTMENTS | STRONG WEALTH MANAGEMENT | ROGERS FINANCIAL SERVICES | RIVERLAND WEALTH MANAGEMENT | PINNACLE WEALTH ADVISORS | PERSPECTIVES GROUP FINANCIAL | MINTON WEALTH STRATEGIES | JOE JUSTUS INSURANCE AGENCY | JIM D LEONARD, CPA | FOUNTAIN FINANCIAL & TAX | DICKERSON INSURANCE AND FINANCIAL SERVICES | CARDINAL INVESTMENT GROUP
CRD#: 169291 / SEC#: 801-120986, 8-69363
RIA
Registered Investment Advisory firm - SEC (4/28/2021 Approved)Arkansas
Registered Investment Advisory firm - SEC (4/30/2021 Terminated)Georgia
Registered Investment Advisory firm - SEC (5/10/2021 Terminated)Montana
Registered Investment Advisory firm - SEC (4/30/2021 Terminated)South Dakota
Registered Investment Advisory firm - SEC (2/1/2019 Terminated)Texas
Registered Investment Advisory firm - SEC (4/30/2021 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans 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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arkansas(8/5/2014)
RR
Arkansas(8/22/2014)
RR
California(8/15/2024)
RR
Colorado(7/7/2017)
RR
Florida(9/13/2017)
RR
Georgia(6/21/2019)
RR
Illinois(3/24/2021)
RR
Indiana(1/15/2021)
RR
New Mexico(8/30/2017)
IAR
Texas(9/30/2015)
RR
Texas(3/29/2016)
RR
Washington(1/3/2017)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 2/26/2025
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TR
TRUTORO
BUTLER FINANCIAL SERVICES | VERITAS INDEPENDENT PARTNERS, LLC | TRUTORO | SUQUTRA INVESTMENTS | STRONG WEALTH MANAGEMENT | ROGERS FINANCIAL SERVICES | RIVERLAND WEALTH MANAGEMENT | PINNACLE WEALTH ADVISORS | PERSPECTIVES GROUP FINANCIAL | MINTON WEALTH STRATEGIES | JOE JUSTUS INSURANCE AGENCY | JIM D LEONARD, CPA | FOUNTAIN FINANCIAL & TAX | DICKERSON INSURANCE AND FINANCIAL SERVICES | CARDINAL INVESTMENT GROUP
CRD#: 169291 / SEC#: 801-120986, 8-69363
RIA
Registered Investment Advisory firm - SEC (4/28/2021 Approved)Arkansas
Registered Investment Advisory firm - SEC (4/30/2021 Terminated)Georgia
Registered Investment Advisory firm - SEC (5/10/2021 Terminated)Montana
Registered Investment Advisory firm - SEC (4/30/2021 Terminated)South Dakota
Registered Investment Advisory firm - SEC (2/1/2019 Terminated)Texas
Registered Investment Advisory firm - SEC (4/30/2021 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information
Main Address
2201 Washington Ave Suite 2, Conway, AR 72032
Mailing Address
2201 Washington Ave Ste 2, Conway, AR 72032
Phone number
(501) 358-6131
Established
Arkansas since 09/05/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
20
SEC notice filing (7 States and Territories)
FINRA licenses (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,172 |
| AUM (Assets Under Management) | $ 130,734,559 |
Red Flags
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.
Company Information
TRUTORO
CRD#: 169291Conway, AR 72032TRUST BUT VERIFY
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