Skip to content

Kevin Lee Murdock

Investment adviser representative at Balentine
10 yearsExperience
1 stateRegistered in
$5.5BFirm assets
16 yearsFirm in business

Are you Kevin Lee Murdock? Claim your profile

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.

  1. Balentine LLCAug 2026 to now
  2. Osaic WealthFeb 2026 to Aug 2026
  3. UnemployedJan 2026 to Jan 2026
  4. Truist Investment Services, Inc.Feb 2017 to Jan 2026
  5. 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
Advisor's SEC record (opens in a new tab)
CallContact this firm