Kevin Lee Murdock
Investment adviser representative at Balentine
10 yearsExperience
1 stateRegistered in
$5.5BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Balentine LLCAug 2026 to now
- Osaic WealthFeb 2026 to Aug 2026
- UnemployedJan 2026 to Jan 2026
- Truist Investment Services, Inc.Feb 2017 to Jan 2026
- ScottradeSep 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (GA).
Balentine
Legal name: Balentine LLC
$5.5BAssets managed
464Clients
18Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5860388
- Firm CRD
- 152511