Lee Eugene Munson
Investment adviser representative at Portfolio Wealth Advisors
18 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$395.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Portfolio Wealth AdvisorsJan 2008 to now
- Portfolio, LLCJan 2008 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (NM).
Portfolio Wealth Advisors
Legal name: Portfolio, LLC
$395.5MAssets managed
283Clients
1Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3039281
- Firm CRD
- 145687