Frank Mcleod Munn

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Pawleys Island, SC
• 05/2017 → 12/2018
  Signature Life, Llc
  Florence, SC
• 03/2017 → 12/2019
  Signature Wealth Group, Llc
  Florence, SC

Previous Registrations

• 2017-07-28 → 2019-12-26
  Signaturewealth Partners, Llc
  Florence, SC
• 2005-04-22 → 2016-02-18
  J.J.B. Hilliard, W.L. Lyons, Llc
  Florence, SC
  Florence, SC
  Lexington, SC

Other Businesses

(1) Name of Business: Chipmunn.com Address: 1658 Jefferson Dr., Florence, SC, 29501, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/21/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This will be a blog and content creation vehicle that will eventually lead to speaking and writing opportunities. There may also be some consulting opportunities down the road (whether paid or unpaid. (2)Name of Business: Maximum Advisor Coaching and Podcast Address: 1658 Jefferson Dr., Florence, SC, 29501, United States Activity Type: Other P/T: Coach I/R: Yes Start Date: 08/20/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Visionary, content creator, coach and host (3)Name of Business: MMB Operations, LLC Address: 135 S Dargan St Ste 200, Florence, SC, 29501, United States Activity Type: Support Company - Owner P/T: Other Investment Related: No Start Date: 02/05/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Partner/CEO (4)Name of Business: n/a Address: 1658 Jefferson Dr., Florence, SC, 29501, United States Activity Type: Other P/T: Author I/R: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Author and Podcast Host (5)Name of Business: Poseidon's Trident, LLC Address: 135 S Dargan St Ste 200, Florence, SC, 29506-2587, United States Activity Type: Rental Real Estate P/T: Owner/Proprietor I/R: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is just an LLC for an office building. (6)Name of Business: Signature Accounting Strategies Address: 2300 Second Loop Road\n, Florence, SC, 29501, United States Activity Type: Accounting/CPA P/T: Owner/Proprietor I/R: No Start Date: 01/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: As owner, I will help oversee the practice (though there is a fulltime manager) (7)Name of Business: Signature Wealth Group, LLC Address: 135 S Dargan St Ste 200, Florence, SC, 29501, United States Activity Type: Support Company - Owner P/T: Other I/R: No Start Date: 03/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a Managing Partner, I guide the vision of the organization and work with team members to develop growth strategies for both the enterprise and the individual practices. (8)Name of Business: Signature Wealth Strategies Address: 135 S Dargan St Ste 200, Florence, SC, 29501, United States Activity Type: Support Company - Owner P/T: Other I/R: No Start Date: 02/05/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: CEO/Owner/Senior Wealth Advisor (9)Name of Business: Thors Hammer LLC Address: 1658 Jefferson Dr., Florence, SC, 29501, United States Activity Type: Rental Real Estate P/T: Partner I/R: Yes Start Date: 04/14/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: collect and pay rent (10) Name of Business: Women's Worth Alliance Address: 135 S. Dargan Street, Florence, SC, 29506, United States Activity Type: Support Company - Non Owner P/T: Other I/R: No Start Date: 04/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am helping with content and\networking relationships.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-03
• S63 Uniform Securities Agent State Law Examination
  1998-09-21

Other Names

• Chip Munn