Chase Munoz (CRD# 4839482) is an Investment Advisor Representative working at Rainier Capital Investments LLC in Olympia, WA and has over 19 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Puzzle Investors, LLC | Dupont, WA | Jul 2022 - Current | 1 |
| Rainier Capital Investments LLC | Dupont, WA | Aug 2019 - Current | 4 |
| Rainier Capital Investments LLC | Dupont, WA | May 2019 - Current | 5 |
| Ameriprise Financial Services Inc. | Irvine, CA | Jun 2018 - Aug 2019 | 1 |
| Key Investment Services | Richmond Hts., WA | Jun 2007 - Jun 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2004 |
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- TX
- WA
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Total Assets Under Management31MILLIONS
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Total Number of Accounts250ACCOUNTS
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Average Account Value$122,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX, WA
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