Lee Munson, financial advisor Albuquerque NM
103 score

Lee Munson

CRD 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.

CONTACT
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Professional Designations
Company Name Location Dates Years
Portfolio, LLC Albuquerque, NM Jan 2008 - Current 8
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
Contact Info for Lee E. Munson
Phone Number: (505) 884-3445
Advisor Website: http://www.portfoliollc.com/
Registered State(s):
  • NM
  • AZ
  • CO
  • CA
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    207
    MILLIONS
  • Total Number of Accounts
    732
    ACCOUNTS
  • Average Account Value
    $282,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, NM, OK, TX

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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