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Rebecca M
CFP®, Series 63
Conway, AR
Money Concepts Capital Corp
Rebecca Murdoch is a CFP®-certified financial advisor with 19 years of industry experience. She is currently affiliated with Trutoro and has held roles at Money Concepts Capital Corp, Veritas Independent Partners, LLC, and Murdoch Financial Services Inc. She is also involved in managing Murdoch Financial Services, which operates as Cardinal Investment Group, providing advisory and insurance services. Trutoro manages approximately $130 million in client assets, serving individuals, families, foundations, endowments, charitable organizations, and corporations. The firm employs a proactive, risk-aware investment strategy using a variety of asset classes and analytical methods, while also offering discretionary portfolio management and financial planning services.
Jamie T
Series 63, Series 65
Conway, AR
Money Concepts Capital Corp
Jamie Taber is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at OSAIC, Securities America Advisors, Summit Financial Group, and Knight Investments Group. Outside of his advisory work, he owns a photography business, Diamond J Action Photos, and serves as a notary public. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse clientele, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and robust platform technology.
David D
Series 66
Conway, AR
Money Concepts Capital Corp
David De Rosa is a financial advisor with Trutoro in Conway, Arkansas, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Money Concepts Capital Corp., Level Four Advisory Services, and LPL Financial, among others. Outside of his advisory work, he is involved with The Call Forum, a sales training LLC. Trutoro provides portfolio management and financial planning services to individuals, families, foundations, and other entities, managing approximately $130 million in client assets. The firm employs a proactive, risk-aware investment approach using a range of asset classes and analytical methods, and also offers access to third-party money manager services.
Gary S
Series 66
Conway, AR
Money Concepts Capital Corp
Gary Seibel Jr. is a financial advisor at Money Concepts Capital Corp with 16 years of industry experience. He holds a Series 66 designation and previously worked at Veritas Independent Partners, LLC for 11 years. In addition to his advisory role, he serves in the Little Rock Fire Department and is involved with several nonprofits supporting veterans, first responders, and burn survivors. Money Concepts Capital Corp is an enterprise advisory firm with approximately 431 advisors managing over $3 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services through a variety of managed programs that utilize fundamental and technical analysis alongside modern portfolio theory.
Mitchum T
Series 63, Series 65
Conway, AR
Money Concepts Capital Corp
Mitchum Tapson is a financial advisor at Money Concepts Capital Corp with 17 years of industry experience. He previously worked for Veritas Independent Partners, LLC for 11 years. Outside of his advisory role, he serves as pastor of Hillcrest Community Church in Little Rock, Arkansas. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a mix of model portfolios, adviser-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.
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