Joseph Muniz
Joseph Muniz is a registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 36 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
15015 Jamestown Blvd Suite 100, Baton Rouge, LA, 70810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph sells fixed insurance (life, disability, annuities, and long-term care) with various companies. He also owns J Muniz Financial Advisory Services, LLC, a pass-through entity for tax purposes, dedicating minimal time to it, and is a financial advisor with Horizon Financial Group, spending about a quarter of his time on securities and financial advisory activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations8 states
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