Drew Munson
Drew Munson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Edmond, OK, with 17 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
Firm Size
IM Fee
Assets Under Management
Location
1245 East 33rd Street, Edmond, OK, 73013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Drew is an owner of two support companies, ElCai Management and Pace Jamison, dedicating minimal time to each. He is also a partner in Tatanka Tres LLC, an investment-related business, spending minimal time on it as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations19 states
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