Juan Munoz, financial advisor Sugar Land TX
93 score

Juan Munoz

CRD Number: 5527117
Current Firm: Raymond James Financial Services Advisors, Inc.

Juan Munoz (CRD# 5527117) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sugar Land, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Sugarland, TX Apr 2014 - Current 2
Raymond James Financial Services Advisors Inc. Sugar Land, TX Apr 2014 - Current 2
The Noble Group Sugar Land, TX Apr 2014 - Current 2
Sagepoint Financial Sugar Land, TX Jul 2012 - Current 4
Capital One Financial Corp Cypress, TX Aug 2011 - Jul 2012 < 1
Aig Retirement Advisors Houston, TX May 2008 - Jul 2012 4
Valic Financial Advisors Houston, TX Jun 2008 - Aug 2011 3
Circuit City Company Lubbock, TX Oct 2006 - May 2008 1
Best Buy Co Lubbock, TX Apr 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Juan L. Munoz
Phone Number: 727-567-5877
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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