Julian Munoz
Julian Munoz is a registered investment advisor at Independent Financial Group, LLC, based in Guaynabo, PR, with 21 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Metro Office Park St. 1 Lot 3, Ste. 520, Guaynabo, PR, 00968
Get directionsHistory
Regulatory History (5)
Regulatory
January 2020Customer Dispute
December 2017Financial
November 2016Customer Dispute
April 2016Customer Dispute
January 2016Other Business Activities
Julian is a partner at Pension Advisors Puerto Rico, a DBA used for marketing purposes. This activity is investment-related and takes nearly all of Julian's time.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Adviseme National Advisors
Financial Telesis INCBroker
Santander Securities LLCBroker
Wachovia Securities, LLCBroker
State Registrations2 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.