James Munchbach (CRD# 3062608) is an Investment Advisor Representative working at Bayrock Financial, LLC in Houston, TX and has over 25 years of experience in the finance industry. James Munchbach 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bayrock Financial, LLC | Houston, TX | Aug 2019 - Current | 4 |
| Bayrock Financial, LLC | Houston, TX | Jul 2016 - Current | 7 |
| University Of Houston | Houston, TX | Jan 2012 - Current | 12 |
| Tremont Street Advisors, LLC | Galveston, TX | Feb 2018 - Aug 2019 | 1 |
| Abba Claims Consultants | Dallas, TX | Oct 2017 - Jan 2019 | 1 |
| Archetype Wealth Partners, LLC | Houston, TX | Apr 2017 - Feb 2018 | < 1 |
| Sta Wealth Management | Houston, TX | Sep 2016 - Apr 2017 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Mar 2015 - Aug 2016 | 1 |
| Morgan Stanley Smith Barney LLC | Houston, TX | Feb 2015 - Aug 2016 | 1 |
| Financial Alliance Network, LLC | Houston, TX | Feb 2012 - Jul 2016 | 4 |
| State Farm | Houston, TX | Jun 1998 - Dec 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- TX
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Total Assets Under Management14MILLIONS
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Total Number of Accounts79ACCOUNTS
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Average Account Value$180,506
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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