Monica Razuleu-MunozCRD Number: 5662916
Current Firm: Protection Point Advisors
Monica Razuleu-Munoz (CRD# 5662916) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 8 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Ewg Elevate Inc. D/b/a Eagle West Group||Roseville, CA||Oct 2018 - Current||4|
|Cambridge Investment Research Advisors, Inc. D/b/a Eaglewest Grp||Fairfield, IA||Aug 2014 - Current||8|
|Eagle West Group||Culver City, CA||Apr 2009 - Current||14|
|Cambridge Investment Research, Inc.||Fairfield, IA||Apr 2009 - Dec 2017||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management465MILLIONS
Total Number of Accounts1,378ACCOUNTS
Average Account Value$337,281
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, MA, NY, OR, TX, UT, VA
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