Samuel Munhollon (CRD# 813056) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Oklahoma City, OK and has over 43 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Total Wealth Planning And Management, Inc. | Oklahoma City, OK | Sep 2021 - Current | 2 |
| Sky Dance Bridge Business Professionals | Oklahoma City, OK | Jan 2016 - Current | 8 |
| Oklahoma Wildlife Management Association | Chiccesha, OK | Mar 1998 - Current | 26 |
| Lt. Governor's Invitational Turkey Hunt Committee | Oklahoma, OK | Feb 1994 - Current | 30 |
| Oklahoma Station Chapter Safari Club International | Oklahoma City, OK | Jul 1981 - Current | 42 |
| The Park At Hidden Creek Home Owners Association | Oklahoma City, OK | Jan 2018 - Feb 2024 | 6 |
| Cabot Lodge Securities LLC | Bew York, NY | Jul 2021 - Oct 2021 | < 1 |
| Vista Investment Partners | Oklahoma City, OK | Jul 2021 - Sep 2021 | < 1 |
| Hilltop Securities, Inc. | Oklahoma City, OK | Jul 2004 - Jul 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1980 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
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- OK
- TX
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Total Assets Under Management178MILLIONS
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Total Number of Accounts1,207ACCOUNTS
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Average Account Value$147,749
- A percentage of assets under your management
- Hourly charges
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- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, GA, NH, NJ, NY, OK, PA, TX
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