Lee Munson

from Portfolio Wealth Advisors
SEC regulated
Regulated Investment Advisor
Lee Munson is a financial advisor based in New Mexico, Albuquerque, with 27 years of experience. Lee currently works for Portfolio Wealth Advisors. Lee maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Lee Munson works at Portfolio Wealth Advisors
Portfolio Wealth Advisors is a financial advisory firm based in Albuquerque, New Mexico. It currently has approximately $304,089,680 of assets under management and employs about 3 people. Portfolio Wealth Advisors uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
6100 Uptown Blvd Ne, Suite 540, Albuquerque, New Mexico, 87110

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