Christine M. Munoz

BIG "I" ADVISORY RESOURCES

ALEXANDRIA, VA 22314

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CRD#: 4454259

Professional summary

Christine Marie Munoz, who also goes by Christine Marie Dillon, is a registered financial advisor currently at BIG "I" ADVISORY RESOURCES, LLC located in Alexandria, Virginia.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Christine has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christine Marie Dillon

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.

AS AN EMPLOYEE OF INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC. LOCATED AT 127 SOUTH PEYTON STREET, ALEXANDRIA, VA 22314, MY POSITION WITH THE ORGANIZATION BEGAN ON 12/2004. I AM CURRENTLY DIRECTOR, RETIREMENT & EMPLOYEE BENEFITS PROVIDING IRAS, 401KS AND GROUP BENEFITS TO MEMBERS OF THE STATE ASSOCIATIONS. WE OFFER A BUNDLED 401K TO OUR MEMBERS WITH ADMINISTRATION AND CUSTODIAL DUTIES HANDLED BY A THIRD PARTY. THE IRA IS PROVIDED AS WELL, WITH ADMINISTRATION AND CUSTODIAL DUTIES PROVIDED BY A THIRD PARTY. THE GROUP BENEFITS ARE AVAILABLE TO MEMBERS WITH PRODUCTS INCLUDING: GROUP LIFE, GROUP SHORT & LONG TERM DISABILITY, GROUP DENTAL AND GROUP VISION. ADMINISTRATION HANDLED BY A THIRD PARTY. DUTIES INCLUDE GENERAL CUSTOMER SERVICE, MANAGING VENDOR RELATIONSHIPS AND PROGRAM REVIEWS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Marie Munoz'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®

None

Experience

Current

January 27, 2014 - Present

BIG "I" ADVISORY RESOURCES, LLC

Office #1: 127 South Peyton Street, Alexandria, VA 22314

RIA

CRD#: 168898

ALEXANDRIA, VA

Past

December 11, 2001 - August 31, 2004

CLARK SECURITIES, INC.

CRD#: 43803

GREENSBORO, NC

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

Texas
(12/2/2015)

IAR

Virginia
(1/27/2014)

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

State Security Law Exam

IAR

Series 65

Date: 12/19/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/20/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/10/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BIG "I" ADVISORY RESOURCES, LLC

CRD#: 168898 / SEC#:

Texas

Registered Investment Advisory firm - (11/25/2015 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (1/27/2014 Approved)

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Contact information

Main Address

127 South Peyton Street, Alexandria, VA 22314

Mailing Address

Phone number

+1 (800) 221-7917

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Christine M. Munoz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Marie Munoz's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIG "I" ADVISORY RESOURCES, LLC

CLARK SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/19/2013

Series 63

Date: 8/20/2002

Series 6

Date: 12/10/2001

Current Firm

BIG "I" ADVISORY RESOURCES, LLC

Contact information

Documents

Red Flags

Company Information

BIG "I" ADVISORY RESOURCES, LLC

TRUST BUT VERIFY

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