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Paul L. Munly

FARMERS ASSET MANAGEMENT
Chico, CA 95973
Some features on this profile are disabled
CRD#: 7886181
PM

Professional summary

Paul Lawrence Munly, who also goes by Paul Munly, is a registered financial advisor currently at FARMERS ASSET MANAGEMENT, LLC located in Chico, California and FARMERS FINANCIAL SOLUTIONS, LLC located in Chico, California.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Paul has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paul Munly

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Lawrence Munly'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

May 8, 2026 - Present

FARMERS ASSET MANAGEMENT, LLC

Office #1: 30 Constitution Dr Ste 200, Chico, CA 95973
RIA
CRD#: 336230
Chico, CA
Current

April 8, 2024 - Present

FARMERS FINANCIAL SOLUTIONS, LLC

Office #1: 30 Constitution Dr Ste 200, Chico, CA 95973
BD
CRD#: 103863
CHICO, CA

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/10/2024)
IAR
California
(5/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/25/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/8/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/6/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/17/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

FA
FARMERS ASSET MANAGEMENT, LLC
FARMERS ASSET MANAGEMENT, LLC

CRD#: 336230 / SEC#:

California
Registered Investment Advisory firm - (12/3/2025 Approved)
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Contact information

Main Address
6301 Owensmouth Ave., Woodland Hills, CA 91367
Mailing Address
Phone number
(818) 965-0277
Established
Firm type
Fiscal year end
# of Employees
13

Documents

Latest Form ADV
0

Red Flags

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.

Company Information

FARMERS ASSET MANAGEMENT, LLC

CRD#: 336230Chico, CA 95973

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