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Joseph Francis MacMunn

Lifepro Asset Management

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About Joseph Francis MacMunn

Joseph MacMunn is a financial advisor and registered representative with LifePro Asset Management. Joseph has over 20 years of experience in the financial services industry. Joseph provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Joseph is also a registered representative with College Funding Solutions Inc. DBA MacMunn Financial Management.

Firm Information

Joseph MacMunn is currently registered with Lifepro Asset Management. Lifepro Asset Management is a financial advisor based in SAN DIEGO, CA. They provide a variety of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage over $311 million in assets for individuals, high-net-worth individuals, and charitable organizations.
Lifepro Asset Management

11512 EL CAMINO REAL

SAN DIEGO, CA 92130

$311.33M

Assets Under Management

78

Total Clients

41

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Joseph MacMunn’s Registration & Firm History

MA

05/13/2021 - Present

Lifepro Asset Management (Hudson MA)

FL

07/01/2002 - 07/26/2005

INTERSECURITIES, INC. (ST. PETERSBURG FL)

NY

03/27/2000 - 07/15/2002

LANTERN INVESTMENTS, INC. (MELVILLE NY)

NY

06/21/1996 - 04/26/2000

VISION SECURITIES INC. (PORT WASHINGTON NY)

NY

03/10/1995 - 07/01/1996

SAPERSTON FINANCIAL INC. (BUFFALO NY)

CA

06/30/1994 - 02/17/1995

MONTANO SECURITIES CORPORATION (ORANGE CA)

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Licenses & Designations

IA

Issued 10/09/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joseph Francis MacMunn. Review regulatory record here.
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