Scott Terrence Munro

Employer firm

Bfc Planning, Inc. CRD 119682

$3.84B regulatory AUM

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

• 06/1986 → 04/2019
  American International Marketing
  San Diego, CA
• 03/2010 → 04/2019
  Crown Capital Securities, Lp
  Orange, CA
• 04/2019 → Present
  Securities Management & Research, Inc.
  San Diego, CA
• 04/2019 → Present
  Bfc Planning, Inc
  San Diego, CA

Previous Registrations

• 2010-03-16 → 2019-04-22
  Crown Capital Securities, L.P.
  San Diego, CA
  La Mesa, CA
  San Diego, CA
  San Diego, CA
• 2009-01-23 → 2010-03-18
  Securities America Advisors, Inc.
  Lavista, NE
• 2007-10-31 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Folsom, CA
  La Mesa, CA
  Folsom, CA
  La Mesa, CA
  La Mesa, CA
  La Mesa, CA
  Folsom, CA

Other Businesses

1. MUNRO WORLD ART ASSOCIATES-N-SAN DIEGO, CA-REPRESENT VARIOUS COLLECTORS AND GALLERIES FOR THE PURPOSE OF BUYING AND SELLING ART COLLECTIBLES-02/2017-32-0-EXECUTIVE DIRECTOR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-01
• S63 Uniform Securities Agent State Law Examination
  1995-04-26