Lee MunsonCRD Number: 3039281
Current Firm: Portfolio Wealth Advisors
Compensation Model: Fee Only
Lee Munson, CFA, CFP® is the Founder and Chief Investment Officer of Portfolio Wealth Advisors, a wealth management firm with offices in Albuquerque, NM and Oklahoma City, OK. Munson began his career in the 1990s as a trader on Wall Street and then relocated to Albuquerque, New Mexico. A contributor to Forbes.com, Munson has also been a frequent guest on CNBC, Fox Business Network, and Fox News. His insights have appeared in The Wall Street Journal, New York Times and CNNMoney. His first book, “Rigged Money: Beating Wall Street at its Own Game” (John Wiley & Sons) was published in December, 2011. Lee works with baby boomers who want to spend more time on the mountain.
In his spare time he juggles a family while skiing Taos and mountain biking.
Portfolio Wealth Advisors is dedicated to one thing: helping baby boomers at or near retirement spend more time on the mountain.
About Lee's credentials:
Lee Munson (CRD# 3039281) is an Investment Advisor Representative working at Portfolio Wealth Advisors in Albuquerque, NM and has over 18 years of experience in the finance industry.
Lee Munson also holds the Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.
There are currently more than 107,000 CFA charterholders working in 135 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. This includes:
Place their client’s interests ahead of their own
Maintain independence and objectivity
Act with integrity
Maintain and improve their professional competence
Disclose conflicts of interest and legal matters
Lee Munson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Portfolio Wealth Advisors
Jataj Wealth Management, LLC
Drucker, David J. Dba Sunset Financial Management
|Portfolio, LLC||Albuquerque, NM||Jan 2008 - Current||9|
|Charles Schwab Bank N.a.||Albuquerque, NM||Feb 2005 - Jan 2008||2|
|Charles Schwab & Company, Inc.||Albuquerque, NM||Apr 2002 - Jan 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management207MILLIONS
Total Number of Accounts732ACCOUNTS
Average Account Value$282,529
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, CO, FL, NM, OK, TX
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