Susan MunsonCRD 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|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|
Total Assets Under Management7,907MILLIONS
Total Number of Accounts39ACCOUNTS
Average Account Value$202,743,917
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, MN, NM, NV, OH, OR, WA
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