Darren MunnCRD Number: 3100611
Current Firm: Camelot Portfolios, LLC
Darren Munn (CRD# 3100611) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 19 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Camelot Portfolios, LLC||Maumee, OH||Jan 2008 - Current||9|
|Next Financial Group Inc.||Maumee, OH||Mar 2002 - Current||15|
|Munn Wealth Management, LLC||Maumee, OH||Sep 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
Total Assets Under Management361MILLIONS
Total Number of Accounts4,230ACCOUNTS
Average Account Value$85,443
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AL, CA, CT, FL, IN, MA, MI, NC, NY, OH, PA, TN, TX, WI