Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Munson is a financial advisor with over 10 years of experience in the industry. Brian is currently registered with LPL Financial LLC and has held previous registrations with Waddell & Reed and Ameriprise Financial Services, Inc. Brian holds the Series 66, Series 7, and SIE licenses. Brian specializes in providing financial planning, portfolio management, and consulting services for individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
07/21/2021 - Present
LPL Financial LLC (Spokane WA)
WA
12/21/2016 - 07/21/2021
WADDELL & REED (Spokane WA)
WA
08/05/2010 - 01/04/2017
AMERIPRISE FINANCIAL SERVICES, INC. (SPOKANE WA)
BOTH
Issued 02/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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