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Charles M. Munsell

ISC Advisors, Inc.

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About Charles M. Munsell

Charles Munsell is an investment advisor representative who has been working in the financial services industry since September 25, 2013. Charles is registered with ISC Advisors, Inc. and is licensed to provide investment advice in Texas. Charles offers a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Charles has a focus on providing services to high-net-worth individuals, corporations, and other businesses.

Firm Information

Charles Munsell is currently registered with ISC Advisors, Inc.. ISC Advisors, Inc. is a registered investment advisor headquartered in Dallas, Texas. They provide financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and publication of periodicals. ISC Advisors, Inc. manages over $1.28 billion in assets for approximately 2,000 clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
ISC Advisors, Inc.

3500 OAK LAWN AVE

DALLAS, TX 75219

$1.28B

Assets Under Management

11

Total Clients

27

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Munsell’s Registration & Firm History

TX

06/29/2015 - Present

ISC Advisors, Inc. (DALLAS TX)

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Licenses & Designations

IA

Issued 06/29/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles M. Munsell.
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