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Kevin Lee Murdock

BALENTINE
ATLANTA, GA
·CRD# 5860388·13 years registered

Professional Summary

Kevin Lee Murdock, who also goes by Kevin Murdock, is a registered financial advisor currently at BALENTINE located in Atlanta, Georgia. Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kevin has worked at 8 firms and has passed the Series 66, SIE, Series 7, Series 24, Series 9 and Series 10 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kevin Murdock

Blog Corner

More Resources

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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.

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.

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Years of Experience

13 years registered in the securities industry

Current & Past Employments

Current

BALENTINECurrent·CRD# 152511
RIA
3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326
September 8, 2026 - Present

Past

OSAIC WEALTH, INC.Past·CRD# 23131
RIA
Scottsdale, AZ
February 13, 2026 - August 17, 2026
OSAIC WEALTH, INC.Past·CRD# 23131
BD
Scottsdale, AZ
February 12, 2026 - August 17, 2026
TRUIST ADVISORY SERVICES, INC.Past·CRD# 283390
RIA
Woodstock, GA
February 22, 2017 - November 5, 2025
TRUIST INVESTMENT SERVICES, INC.Past·CRD# 17499
BD
Atlanta, GA
February 22, 2017 - November 5, 2025
SCOTTRADE INVESTMENT MANAGEMENTPast·CRD# 169988
RIA
Saint Louis, MO
January 25, 2017 - February 16, 2017
SCOTTRADE, INC.Past·CRD# 8206
BD
Woodbridge, VA
September 29, 2016 - February 16, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
RIA
Rockville, MD
February 9, 2015 - October 18, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
Rockville, MD
February 9, 2015 - October 18, 2016
EDWARD JONESPast·CRD# 250
RIA
North Bethesda, MD
February 3, 2014 - May 14, 2014
EDWARD JONESPast·CRD# 250
BD
North Bethesda, MD
November 18, 2013 - May 14, 2014

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Current Firm

BA
BALENTINE

BALENTINE | BALENTINE LLC

CRD#: 152511 / SEC#: 801-70910
RIA
Registered Investment Advisory firm - SEC (12/14/2009 Approved)

Contact Information

Main Address

3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326

Phone Number

(404) 537-4800

# of Employees

61

SEC notice filing (15 States and Territories)

Registered to provide investment advisory services in 15 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BALENTINE FORM ADV 2A (11/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,447

AUM (Assets Under Management)

$5,542,491,404

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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.

POSITION: Author, Self Publishing INVESTMENT RELATED: No NUMBER OF HOURS: 6 per month SECURITIES TRADING HOURS: 0 START DATE: 02/03/2014 ADDRESS: 305 Kells Ct, Woodstock GA 30188, United States DESCRIPTION: Author of various fiction novels. Self published online and sold through Amazon and other online distributors.

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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".
BA
BALENTINE

BALENTINE | BALENTINE LLC

CRD#: 152511 / SEC#: 801-70910
RIA
Registered Investment Advisory firm - SEC (12/14/2009 Approved)

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.
IAR
Georgia
(9/8/2026)

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.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Dec 2013About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2013About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed May 2017About the Series 24 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jun 2016About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed May 2016About the Series 10 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Kevin Lee Murdock's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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