George Munoz

MUNOZ GROUP

Arlington, VA 22201

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CRD#: 4495248

Professional summary

George Munoz MR., CFP® is a registered financial advisor currently at MUNOZ GROUP located in Arlington, Virginia.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. George has worked at 5 firms and has passed the Series 63, Series 66 and Series 7 exams.

Question & Answer

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.

ALTRIA GROUP, INC~'NIR'~ ~ ~ ~ ~ ~PRODUCT SALES/MARKETING/LEASING MISC.~MEMBER OF THE BOARD OF DIRECTORS~ / ~0HRS~0HRS~CATEGORY: PARENT GROUP OF KRAFT & PHILIP MORRIS~~ANIXTER INTERNATIONAL, INC~'NIR'~ ~ ~ ~ ~ ~COMMUNICATION/TELECOMMUNICATIONS COMPANY~MEMBER OF THE BOARD OF DIRECTORS~ / ~0HRS~0HRS~CATEGORY: SCIENTIFIC & EDUCATIONAL ORGANIZATION~~MARIOTT INTERNATIONAL~'NIR'~ ~ ~ ~ ~ ~OTHER~MEMBER OF THE BOARD OF DIRECTORS~ / ~0HRS~0HRS~CATEGORY: HOTEL MNGMT.~~MUNOZ FINANCIAL GROUP~'NIR'~ ~ ~ ~ ~ ~FINANCIAL PLANNING~OWNER/SOLE PROPRIETER~ / ~0HRS~0HRS~ ~~NATIONAL GEOGRAPHIC SOCIETY~'NIR'~ ~ ~ ~ ~ ~OTHER~MEMBER OF THE BOARD OF DIRECTORS~ / ~0HRS~0HRS~CATEGORY: SCIENTIFIC & EDUCATIONAL ORGANIZATION~~TOBIN, PETKUS & MUNOZ~'NIR'~1300 PENNSYLVANIA AVE., NW~SUITE 700~WASHINGTON, DC~DC~20004~ATTORNEY/LEGAL PRACTICE~PARTNER/GENERAL PARTNER~7/2001~30HRS~0HRS~ LEGAL SERVICES. LAUREATE EDUCATION, INC. - NIR - 650 S Exeter St #12, Baltimore, MD 21202 - INTERNATIONAL FOR-PROFIT HIGHER EDUCATION INSTITIONS - BOARD MEMBER, MARCH 2013 0 HRS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Munoz MR.'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^®

Certified Financial Planner

Start date: 2002

Experience

Current

December 14, 2012 - Present

MUNOZ GROUP

Office #1: 2111 Wilson Blvd. Suite 850, Arlington, VA 22201

RIA

CRD#: 164381

Arlington, VA

Past

October 2, 2006 - July 7, 2010

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

ARLINGTON, VA

Past

June 2, 2006 - July 7, 2010

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

ARLINGTON, VA

Past

August 23, 2002 - September 22, 2006

MUNOZ INVESTMENT BANKING GROUP

RIA

CRD#: 120369

ARLINGTON, VA

Past

January 24, 2002 - July 15, 2004

SOUTHWESTERN CAPITAL MARKETS, INC.

CRD#: 15011

SAN ANTONIO, 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

Virginia
(12/14/2012)

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

Series 63

Date: 9/13/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/26/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/23/2002

General Securities Representative Examination

Current Firm

MUNOZ GROUP

MUNOZ GROUP | MUNOZ INVESTMENT BANKING GROUP, LLC

CRD#: 164381 / SEC#:

Virginia

Registered Investment Advisory firm - (12/14/2012 Approved)

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Contact information

Main Address

2111 Wilson Blvd. Suite 850, Arlington, VA 22201

Mailing Address

Phone number

(703) 516-4110

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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George Munoz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Munoz MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

MUNOZ GROUP

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

MUNOZ INVESTMENT BANKING GROUP

SOUTHWESTERN CAPITAL MARKETS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/13/2006

Series 66

Date: 2/26/2002

Series 7

Date: 1/23/2002

Current Firm

MUNOZ GROUP

Contact information

Documents

Red Flags

Company Information

MUNOZ GROUP

TRUST BUT VERIFY

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