Joseph MacmunnCRD Number: 2476207
Current Firm: Lifepro Asset Management
Joseph Macmunn (CRD# 2476207) is an Investment Advisor Representative working at Lifepro Asset Management in Hudson, MA and has over 28 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Claybrook Capital, LLC
|Lifepro Asset Management||San Diego, CA||Apr 2021 - Current||1|
|Ae Wealth Management, LLC||Topeka, KS||Dec 2017 - Current||4|
|Macmunn Financial Management||Hudson, MA||Feb 2013 - Current||9|
|College Funding Solutions Inc. Dba Macmunn Financial Management||Hudson, MA||Jan 2002 - Dec 2018||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1994|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management424MILLIONS
Total Number of Accounts2,562ACCOUNTS
Average Account Value$165,562
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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