Christine Marie Munoz

Employer firm

Big "I" Advisory Resources, LLC CRD 168898

3 advisory clients

Reported services (Item 5G)

• 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

• 12/2004 → Present
  Independent Insurance Agents & Brokers Of America, Inc.
  Alexandria, VA
• 08/2013 → 06/2020
  Big "I" Advisory Resources, Llc
  Alexandria, VA
• 06/2020 → Present
  Big "I" Advisory Resources, Llc
  Alexandria, VA

Other Businesses

AS AN EMPLOYEE OF INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC. LOCATED AT 127 SOUTH PEYTON STREET, ALEXANDRIA, VA 22314, MY POSITION WITH THE ORGANIZATION BEGAN ON 12/2004. I AM CURRENTLY DIRECTOR, RETIREMENT & EMPLOYEE BENEFITS PROVIDING IRAS, 401KS AND GROUP BENEFITS TO MEMBERS OF THE STATE ASSOCIATIONS. WE OFFER A BUNDLED 401K TO OUR MEMBERS WITH ADMINISTRATION AND CUSTODIAL DUTIES HANDLED BY A THIRD PARTY. THE IRA IS PROVIDED AS WELL, WITH ADMINISTRATION AND CUSTODIAL DUTIES PROVIDED BY A THIRD PARTY. THE GROUP BENEFITS ARE AVAILABLE TO MEMBERS WITH PRODUCTS INCLUDING: GROUP LIFE, GROUP SHORT & LONG TERM DISABILITY, GROUP DENTAL AND GROUP VISION. ADMINISTRATION HANDLED BY A THIRD PARTY. DUTIES INCLUDE GENERAL CUSTOMER SERVICE, MANAGING VENDOR RELATIONSHIPS AND PROGRAM REVIEWS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-19
• S63 Uniform Securities Agent State Law Examination
  2002-08-20

Other Names

• Christine Marie Dillon
• Christine Marie Dillon