Gail Murdoch
Director at Money Concepts, Owner/Certified Financial Planner™ at Cardinal Investment Group
- Role
- Certified Financial Plannertm at Cardinal Investment Group
- Location
- Conway, AR, US
- LinkedIn followers
- 500 followers
About Gail Murdoch
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Experience
Certified Financial Plannertm
Jun 2009 — Present
Advising clients on retirement planning, estate planning, and college planning.*Investment management through stocks, mutual funds, annuities, bonds and other fixed income products.*Life insurance advice and sales.
Education
Arkansas Tech University
Bachelor's
1991 — 1994
Rice University
Certified Financial Planner™ Certification Education Program, Investments, Retirement Plans, Insurance, Taxes, Estate Planning
2007 — 2009
Skills
- Investments
- Asset Allocation
- Mutual Funds
- 401k
- Iras
- Financial Planners
- Term Life Insurance
- Financial Analysis
- Financial Planning
- Series 65
- Long-Term Care
- Insurance
- Relationship Management
- Estate Tax Planning
- Small Business
- Pensions
- Investment Strategies
- Alternative Investments
- Investment Advisory
- Financial Services
- Retirement Planning
- Great Personality
- Finra
- Etfs
- Wealth
- Asset Management
- Series 63
- Life Insurance
- Finance
- Securities
- Financial Advisory
- Estate Planning
- Fixed Annuities
- Stocks
- Investment Management
- Variable Annuities
- Portfolio Management
- Series 7
- Wealth Management
- Retirement
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