Paul Lawrence Munly

Employer firm

Farmers Asset Management, LLC CRD 336230

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2017 → Present
  Farmers Insurance
  Chico, CA
• 03/2017 → 03/2020
  Self-Employed / Travel Agent
  Chico, CA
• 02/2017 → 03/2017
  Unemployed
  Chico, CA
• 03/2014 → 02/2017
  Defense Intelligence Agency
  Bolling Afb, DC
• 03/2024 → Present
  Farmers Financial Solutions
  Chico, CA
• 04/2017 → Present
  Farmers Insurance Agency
  Chico, CA

Other Businesses

STELLA HEALTH INSURANCE AGENCY POSITION: Independent Contractor / Insurance Agent NATURE: Medicare Supplements, Medicare Prescription Drug Plans, Medicare Advantage plan sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2018 ADDRESS: Commerce CA 90040, United States DESCRIPTION: Sell and service Medicare Advantage, Medicare Supplements, Medicare Prescription Drug Plans to individuals. RISK PLACEMENT SERVICES, INC. POSITION: Independent Contractor / Insurance Agent NATURE: Property & Casualty Insurance brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/09/2021 ADDRESS: Rolling Meadows IL 60008, United States DESCRIPTION: Sales/service of Insurance products not eligible for placement with Farmers Insurance Exchange, Kraft Lake, or Couch Braunsdorf FIRST CONNECT INSURANCE SERVICES, LLC POSITION: Independent Contractor / Insurance Agent NATURE: Property & Casualty Insurance brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2023 ADDRESS: Austin TX 78701, United States DESCRIPTION: Sales/service of Insurance products not eligible for placement with Farmers Insurance Exchange, Kraft Lake, or Couch Braunsdorf FARMERS INSURANCE AGENCY POSITION: Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 04/25/2017 ADDRESS: Chico CA 95973, United States DESCRIPTION: Licensed insurance agent appointed with various insurance carriers for the purpose of insurance sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-25
• S63 Uniform Securities Agent State Law Examination
  2024-06-08

Other Names

• Paul Munly