Michael Munson (CRD# 2744495) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Eureka, CA and has over 27 years of experience in the finance industry.
CRD# 5722601
Stifel, Nicolaus & Company, Incorporated
CRD# 3059193
Lpl Financial LLC
CRD# 5386765
Redwood Coast Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | Eureka, CA | Nov 2016 - Current | 7 |
| Wells Fargo Advisors LLC | Eureka, CA | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- CA
- TX
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Total Assets Under Management4,846MILLIONS
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Total Number of Accounts18,332ACCOUNTS
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Average Account Value$264,329
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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