Reed Munly, financial advisor Newport OR

Reed Munly

CRD Number: 4636277
Current Firm: U.s. Bancorp Investments, Inc.

Reed Munly (CRD# 4636277) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Newport, OR and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Redmond, OR Jan 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Reed J. Munly
Phone Number: 800-888-4700
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    15,875
    MILLIONS
  • Total Number of Accounts
    60,028
    ACCOUNTS
  • Average Account Value
    $264,455
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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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