Zachary Caleb Murdock
Investment adviser representative at Principal Securities, Inc.
15 yearsExperience
1 stateRegistered in
$17BFirm assets
28 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Talon FinancialApr 2026 to now
- Principal Securities, Inc.Jun 2025 to now
- Principal Life Insurance CompanyJun 2025 to now
- Equitable Advisors, LLCMay 2023 to Jun 2025
- Texas RoadhouseJan 2023 to Apr 2023
- Kay JewelersApr 2021 to Apr 2023
- Tim's PizzaNov 2019 to Jul 2021
- BitesquadAug 2019 to Nov 2019
- Larry's PizzaMay 2018 to Aug 2019
- Zaxby'sJan 2018 to May 2018
- Dixie CafeAug 2017 to Dec 2017
- Cabot Public School DistrictAug 2011 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 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
- 7735381
- Firm CRD
- 1137