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Julian E. Munoz

Independent Financial Group, LLC

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About Julian E. Munoz

Julian E. Munoz is a financial advisor with over 20 years of experience in the industry. Julian is currently registered as a Registered Representative (RR) with Independent Financial Group, LLC, and has also been registered with Financial Telesis Inc and Santander Securities LLC in the past. Julian holds a Series 7, Series 63, and Series 65 license and the SIE exam. Julian specializes in providing financial advice and portfolio management services to individuals, businesses, and retirement plans. In addition to Julian's current firm, Julian also owns and operates Pension Advisors Puerto Rico, a DBA for marketing purposes only.

Firm Information

Julian Munoz is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

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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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Julian Munoz’s Registration & Firm History

PR

02/18/2015 - Present

Independent Financial Group, LLC (Guaynabo PR)

PR

02/11/2014 - 07/24/2014

FINANCIAL TELESIS INC (GUAYNABO PR)

MA

07/02/2007 - 02/03/2014

SANTANDER SECURITIES LLC (BOSTON MA)

PR

04/20/2004 - 07/02/2007

WACHOVIA SECURITIES, LLC (SAN JUAN PR)

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Licenses & Designations

IA

Issued 02/10/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Julian E. Munoz. Review regulatory record here.
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