FM
FM

Frank Munn

27 Years of Experience
Pawleys Island, SC
2 DisclosuresBroker

Frank Munn is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pawleys Island, SC, with 27 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

159 Library Lane, Pawleys Island, SC, 29585

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2016
Settled
Customer Dispute
June 2003
Denied
Other Business Activities

Frank is involved in several business activities, including Chipmunn.com (a blog and content creation vehicle), Maximum Advisor Coaching and Podcast, MMB Operations LLC, writing/podcast activities, Poseidon's Trident LLC (rental real estate), Signature Accounting Strategies, Signature Wealth Group LLC, and Signature Wealth Strategies. These activities require varying time commitments, ranging from minimal to a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2016 - Present · 10 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Signaturewealth Partners, LLC
July 2017 - December 2019 · 2 yrs 5 mos
J.J.B. Hilliard, W.L. Lyons, LLC
April 2005 - February 2016 · 10 yrs 10 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
February 2002 - February 2016 · 14 yrs
First Union Securities, INC.Broker
October 1999 - February 2002 · 2 yrs 4 mos
First Union Capital Markets CORP.Broker
September 1998 - October 1999 · 1 yr 1 mo
State Registrations46 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
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.