Nathan Munro, financial advisor Jackson MI

Nathan Munro

CRD Number: 5912317
Current Firm: Avantax Advisory Services

Nathan Munro (CRD# 5912317) is an Investment Advisor Representative working at Avantax Advisory Services in Jackson, MI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Investment Services Jackson, MI Nov 2019 - Current 4
Avantax Advisory Services Jackson, MI Nov 2019 - Current 4
Avantax Insurance Agency, LLC Jackson, MI Nov 2019 - Current 4
Bradley W Goldsmith & Associates LLC Jackson, MI Nov 2019 - Current 4
Unemployed Clarklake, MI May 2019 - Nov 2019 < 1
Hilliard Lyons Jackson, MI Nov 2016 - May 2019 2
Morgan Stanley Smith Barney Jackson, MI Apr 2011 - Nov 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Nathan Munro
Phone Number: 972-870-6000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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