Bobbie D. Munroe
SUPPORTING YOUR CHOICES
HAVANA, FL
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CRD#: 3106212
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.
Biography
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Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Divorce Planning
Debt Management
Investment Planning
Retirement Planning
Education Planning
Comprehensive Financial Planni...
Estate Planning
Tax Planning
Do you have an area of expertise or specialization?
Divorce Planning
Investment Advice with Ongoing...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
RCM FARMS, INC; LICENSED HUNTING PRESERVE;SECRETARY/TREASURER
500 CHAMPION OAKS CIR
HAVANA, FL 32333
OFFICER SINCE 1995
NOT INVESTMENT RELATED.
1 HOUR PER MONTH USUALLY DURING OFFICE/TRADING HOURS
RICHARD C MUNROE FOUNDATION INC; 501(C)(3) ORGANIZATION; DIRECTOR
466 CHAMPION OAKS CIR
HAVANA, FL 32333
DIRECTOR SINCE 1993
1 HOUR PER MONTH USUALLY DURING OFFICE/TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Bobbie Dow Munroe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1998
Experience
Current
June 10, 2003 - Present
SUPPORTING YOUR CHOICES INC.
RIA
CRD#: 125367
HAVANA, FL
Past
October 30, 1998 - March 2, 1999
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/10/2015)
IAR
Georgia(6/10/2003)
IAR
Texas(5/12/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SUPPORTING YOUR CHOICES INC.
BOBBIE D. MUNROE DBA FRASER FINANCIAL | SUPPORTING YOUR CHOICES INC. | FRASER FINANCIAL
CRD#: 125367 / SEC#:
Florida
Registered Investment Advisory firm - (7/10/2015 Approved)Georgia
Registered Investment Advisory firm - (2/10/1999 Approved)Texas
Registered Investment Advisory firm - (1/1/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Havana, FL
Mailing Address
Phone number
(850) 616-1110
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 97 |
| AUM (Assets Under Management) | $ 46,462,423 |
Red Flags
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