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Lee Eugene Munson

Portfolio Wealth Advisors

Albuquerque, NM

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Current Employers
Portfolio Wealth Advisors

6100 Uptown Blvd Ne Suite 540, Albuquerque, NM 87110 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2008-01-02
  • NM RA
    APPROVED
    Since 2008-01-02

Branch Locations

6100 Uptown Blvd Ne Suite 540, Albuquerque, NM 87110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portfolio, Llc Albuquerque NM 01/2008 Present
  • 01/2008 → Present
    Portfolio, Llc
    Albuquerque, NM
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-11
S63 Uniform Securities Agent State Law Examination 1998-04-30
  • S66 Uniform Combined State Law Examination
    2002-05-11
  • S63 Uniform Securities Agent State Law Examination
    1998-04-30
Designations

View on SEC IAPD

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Other Offices

AAN WEALTH ADVISORS LLC · Albuquerque, NM
DXD CAPITAL · ALBUQUERQUE, NM
ALLWORTH FINANCIAL, L.P. · ALBUQUERQUE, NM
EDWARD JONES · ALBUQUERQUE, NM
ZANETTI FINANCIAL, LLC · ALBUQUERQUE, NM
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · ALBUQUERQUE, NM
AMERIPRISE FINANCIAL SERVICES, LLC · ALBUQUERQUE, NM
LPL FINANCIAL LLC · ALBUQUERQUE, NM

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