Lee Eugene Munson
CFA, CFP®Professional Summary
Lee Eugene Munson, CFA, CFP® is a registered financial advisor currently at PORTFOLIO WEALTH ADVISORS located in Albuquerque, New Mexico. Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Lee has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
PORTFOLIO ASSET MANAGEMENT | PORTFOLIO, LLC | PORTFOLIO WEALTH ADVISORS
Contact Information
Main Address
6100 Uptown Blvd Ne Suite 540, Albuquerque, NM 87110Phone Number
(505) 884-3445# of Employees
3SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
761AUM (Assets Under Management)
$395,456,386Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
PORTFOLIO ASSET MANAGEMENT | PORTFOLIO, LLC | PORTFOLIO WEALTH ADVISORS
State Registrations and Notice Filings
(1/2/2008)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Lee Eugene Munson's CRS (Customer Relationship Summary).
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