Bobbie Dow Munroe
CFP®Professional Summary
Bobbie Dow Munroe, CFP® is a registered financial advisor currently at SUPPORTING YOUR CHOICES INC. located in Havana, Florida. Bobbie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Bobbie has worked at 2 firms and has passed the Series 65, 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
Services Offered
- Business Services
- Financial Planning
- Investment Management
- Retirement Planning
- Education Funding
- Estate & Legacy Planning
- Tax Planning
Specializations
Biography
We don't have any minimums for client assets or income. Not everyone's life can be summarized using only that information. We want to work with people who are willing to take a good look at where they are and where they want to go. Please visit the following site for additional information: www.fraserfin.com/about/prospectiveclients.shtml
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BOBBIE D. MUNROE DBA FRASER FINANCIAL | SUPPORTING YOUR CHOICES INC. | FRASER FINANCIAL
Contact Information
Main Address
Havana, FLPhone Number
(850) 616-1110# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
97AUM (Assets Under Management)
$46,462,423Similar 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.
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State Registrations and Notice Filings
(6/10/2003)
(5/12/2015)
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 Bobbie Dow Munroe's CRS (Customer Relationship Summary).
Services Offered by Bobbie
- Business Services
- Financial Planning
- Investment Management
- Retirement Planning
- Education Funding
- Estate & Legacy Planning
- Tax Planning
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