Brian Munson, financial advisor Spokane WA

Brian Munson

CRD Number: 5593966
Current Firm: Lpl Financial LLC

Brian Munson (CRD# 5593966) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane, WA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Spokane, WA Jul 2021 - Current 2
Shadle High School Spokane, WA Jun 2018 - Current 5
Young Life College Spokane, WA Mar 2018 - Current 6
Various Insurance Carriers For W&r Insurance Agencies Spokane, WA Dec 2016 - Jul 2021 4
Waddell & Reed, Inc. Spokane, WA Dec 2016 - Jul 2021 4
Ameriprise Financial Services Inc. Spokane, WA Sep 2008 - Dec 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Disclosure Information

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
Contact Info for Brian J. Munson
Phone Number: 704-733-3300
Registered State(s):
  • AL
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • MS
  • MO
  • MT
  • NV
  • NH
  • NM
  • NC
  • OH
  • SC
  • TX
  • VA
  • WA
  • WY
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, WY

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