Craig Munson
Craig Munson is a registered investment advisor at LPL Financial LLC, based in Fernandina Beach,, FL, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Fernandina Beach,, FL
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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
Craig works as an insurance agent for various insurance carriers through W&R Insurance Agencies since 2020. This activity is investment-related and involves insurance sales.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Hilltop Securities INC.
Hilltop Securities INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Edward JonesBroker
Edward Jones
Essex National Securities, INC.
Essex National Securities, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Essex National Securities, INC.Broker
Essex National Securities, INC.
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.