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Lee Eugene Munson

PORTFOLIO, LLC·ALBUQUERQUE, New Mexico
Series 7, Series 63, Series 66Clean record24 years registeredPORTFOLIO, LLC
6100 UPTOWN BLVD NE, ALBUQUERQUE, NM 87110CRD# 3039281Firm CRD# 145687

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lee Eugene Munson · ALBUQUERQUE, NM
Registration
CRD #3039281 · PORTFOLIO, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

PORTFOLIO WEALTH ADVISORS
Jan 2008 – present
CHARLES SCHWAB & CO., INC.
May 2002 – Jan 2008
ALBUQUERQUE, NM
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · May 23, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PORTFOLIO, LLC
CRD 145687 · SEC 801-68615
AUM
$304M
Regulatory assets under management
Employees
3
718 client accounts
Services offered by PORTFOLIO, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PORTFOLIO, LLC →
Introduction

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05

Frequently Asked Questions

What services does Lee Eugene Munson offer?
Lee Eugene Munson specializes in Financial Planning, Investment Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Lee Eugene Munson's credentials?
Lee Eugene Munson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Eugene Munson located?
Lee Eugene Munson is based in ALBUQUERQUE, New Mexico, working with PORTFOLIO, LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Lee Eugene Munson charge for services?
Lee Eugene Munson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO, LLC?
PORTFOLIO, LLC has approximately 3 employees and manages $304M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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