Cross State Financial Group
46yrs
Top advisor by experience in Albuquerque
28yrs
Based in Albuquerque, New Mexico, Lee Munson is a fiduciary financial advisor with 28 years of industry experience. Lee has been with Portfolio Wealth Advisors since 2008; before that, Lee spent six years at Charles Schwab & CO.. Lee’s designations include CFA and CFP®.
One of 535 advisors with offices in Albuquerque, and one of 510 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 19% by experience in New Mexico
Office6100 Uptown Blvd NE Suite 540, Albuquerque, NM 87110
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$1.39 million
States licensed ?1 state
Services through Portfolio Wealth Advisors
Financial planningInvestment management for individuals and small businessesOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2008 – nowPortfolio Wealth AdvisorsCurrent firm
- 2002 – 2008Charles Schwab & CO., Inc.Previously
Contact Lee
(505) 884-3445Portfolio Wealth Advisors main office 6100 Uptown Blvd NE Suite 540Albuquerque, NM 87110Office · Get directions Firm websiteHTTP://WWW.PORTFOLIOLLC.COM
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Questions to ask Lee
Tailored to Lee’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lee
How do I contact Lee?
Call Portfolio Wealth Advisors at (505) 884-3445 and ask for Lee Munson. Lee works from the Albuquerque, NM office.
How long has Lee been a financial advisor?
Lee has been in the industry since 1998, about 28 years. Top 19% by experience in New Mexico.
What licenses does Lee hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Lee a fiduciary?
Lee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lee paid?
Portfolio Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees. Ask Lee for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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