IM
CFP
IM
CFP

Irving Munn

29 Years of Experience
Dallas, TX
Broker

Irving Munn is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

14951 Dallas Pkwy, Suite 820, Dallas, TX, 75254

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Irving is a member of the Board of Directors for the Temple Shalom Endowment Fund, Inc. He dedicates minimal time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
January 1997 - Present · 29 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1997 - Present · 29 yrs 4 mos
Previous Registrations
Raymond James Financial Services
March 1997 - January 2009 · 11 yrs 10 mos
State Registrations25 states
ALARAZCACOCTDCFLGAILKSMAMDMIMONCNJNYOKORPASCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Irving Munn - Financial Advisor | TrueAdvisor