Irving
Munn

Raymond James Financial Services Advisors, Inc

CRD#2838585
Investment Advisor
in Dallas, TX
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About this Advisor

Irving Munn is a certified financial planner who works in Dallas, Texas, with a total of 38 years of experience as a financial advisor. Munn is currently employed by Raymond James Financial Services Advisors, Inc. Munn has gained experience at Raymond James Financial Services, Inc, Real Estate, Ewm Insurance Services, Inc, Munn'S Gourmet Foods, Inc, Winning Recipe, Inc, Raymond James Financial Services Advisors, Inc and Munn & Morris Financial Advisors, Inc. Munn maintains a Series 63 license, which qualifies them as a securities agent, and is registered to serve investors in Texas. Raymond James Financial Services Advisors, Inc is a registered investment business that has its headquarters in Dallas, Texas. The investment advisory business has offices in 2,040 locations and a total of 5,600 people on staff. It controls $81 billion in assets under management across its 280,698 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 100 charitable organizations. Of its 280,698 client accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in assets. The business has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules are based on the type of financial services offered. However, fees billed by Raymond James Financial Services Advisors, Inc likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

38 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

14180 Dallas Parkway Suite 530
Dallas, TX 75254

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

TX Average: $1,855,561,029
Total Number of Employees

6,224

TX Average: 62
Total Number of Accounts

343,734

TX Average: 2,474
Average Account Size

$301,664

TX Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Irving Munn Work History

Irving has 38 years of experience.

2009 - Present (10 years)

Raymond James Financial Services Advisors, Inc

2006 - Present (13 years)

Ewm Insurance Services, Inc

2003 - Present (16 years)

Munn'S Gourmet Foods, Inc

2003 - 2011 (8 years)

Winning Recipe, Inc

1999 - Present (20 years)

Munn & Morris Financial Advisors, Inc

1996 - Present (23 years)

Raymond James Financial Services, Inc

1980 - Present (39 years)

Real Estate

Disclosures

Irving Munn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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