Kahlela MunginCRD Number: 6757979
Current Firm: Fisher Investments
Kahlela Mungin (CRD# 6757979) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 5 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Fisher Investments||Plano, TX||Nov 2021 - Current||< 1|
|Robinhood Financial, LLC||Southlake, TX||Nov 2020 - Nov 2021||1|
|Td Ameritrade||Southlake, TX||Oct 2019 - Nov 2020||1|
|Fidelity Brokerage Services LLC||Westlake, TX||Jan 2018 - Oct 2019||1|
|Fidelity Investments||Westlake, TX||Nov 2015 - Jan 2018||2|
|Fidelity Investments||Westlake, TX||Jul 2014 - Nov 2015||1|
|Unemployed||Fort Worth, TX||Mar 2014 - Jun 2014||< 1|
|Bank Of America||Fort Worth, TX||Jun 2013 - Feb 2014||< 1|
|Union Bank||Arlington, TX||Jul 2012 - May 2013||< 1|
|School/unemployed||Fort Worth, TX||Feb 2008 - Jul 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2017|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Total Assets Under Management208,905MILLIONS
Total Number of Accounts217,207ACCOUNTS
Average Account Value$961,779
- A percentage of assets under your management
- Performance-based fees
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV, WY
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