Brian Munson
Brian Munson is a registered investment advisor at LPL Financial LLC, based in Spokane, WA, with 15 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
201 W North River Dr Ste 500, Spokane, WA, 99201
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Regulatory History (1)
Criminal
November 1994Other Business ActivitiesSells Insurance
Brian operates Riverview Wealth Strategies LLC as a DBA for his LPL business since 2019. He also engages in non-variable insurance activities through CRUMP and Associates of Clifton Park, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations31 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.