Timothy Munsie, financial advisor Denver CO
93 score

Timothy Munsie

CRD Number: 5322321
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Timothy Munsie (CRD# 5322321) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Denver, CO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Holdings (nph) Denver, CO Oct 2016 - Current 1
Infinex Investments, Inc. Meriden, CT Nov 2014 - Oct 2016 1
Lincoln Financial Securities Corp East Hartford, CT Feb 2010 - Oct 2014 4
Ubs Financial, Inc. Hartford, CT Mar 2007 - Feb 2010 2
Barr & Grille Storrs, CT Oct 2006 - Oct 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Timothy P. Munsie
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    7,364
    MILLIONS
  • Total Number of Accounts
    35,202
    ACCOUNTS
  • Average Account Value
    $209,180
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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