Russell Munn (CRD# 6896621) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Henrico, VA and has over 5 years of experience in the finance industry. Russell Munn 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# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Henrico, VA | Nov 2018 - Current | 5 |
| Men's Wearhouse | Glen Allen, VA | May 2017 - Current | 7 |
| Sii | Henrico, VA | Jan 2018 - Nov 2018 | < 1 |
| James Madison University | Harrisonburg, VA | Aug 2013 - May 2017 | 3 |
| Calabash Seafood | Mechanicsville, VA | Jan 2013 - May 2017 | 4 |
| James Madison University | Harrisonburg, VA | Aug 2016 - Apr 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- VA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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