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Lee Eugene Munson

Portfolio Wealth Advisors

Albuquerque, NM

CRD 3039281

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Employer firm

Portfolio Wealth Advisors CRD 145687

$395M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • FINANCIAL CONSULTING SERVICES

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

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
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

AAN WEALTH ADVISORS LLC
DXD CAPITAL
ALLWORTH FINANCIAL, L.P.

Nearby Investors

SUSAN MARIE MORRISON
DONALD AUSTIN MCDANIEL
KIRK RANDOLPH HUDSON

Nearby Offices

AAN WEALTH ADVISORS LLC · Albuquerque, NM
DXD CAPITAL · ALBUQUERQUE, NM
ALLWORTH FINANCIAL, L.P. · ALBUQUERQUE, NM

More in Albuquerque, NM

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