Susan Munson, financial advisor Irvine CA
96 score

Susan Munson

CRD Number: 2009836
Current Firm: Government Portfolio Advisors LLC

Susan Munson (CRD# 2009836) is an Investment Advisor Representative working at Government Portfolio Advisors LLC in Irvine, CA and has over 26 years of experience in the finance industry. Susan 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fixed Income Academy LP Orange, CA Jul 2017 - Current < 1
Government Portfolio Advisors LLC Portland, OR Jul 2017 - Current < 1
Mustard Seed Consulting, Inc. Orange, CA Aug 2008 - Current 9
Charles Fish Investments, Inc. Irvine, CA Aug 2013 - Jul 2017 3
Fixed Income Academy LP Orange, CA Apr 2010 - Jul 2017 7
Ftn Financial Main Street Advisors Las Vegas, NV Feb 2013 - Apr 2016 3
Mainstreet Capital Advisors, LLC Las Vegas, NV Aug 2008 - Feb 2013 4
Munson Advisors, Inc. Orange, CA Aug 2008 - Aug 2012 4
Self Employed Orange, CA Mar 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S65 NASAA Investment Advisors Law Examination May 1992
Contact Info for Susan M. Munson
Phone Number: 503-248-9973
Registered State(s):
  • CA
  • OR
  • OH
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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