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Advisors / Pennsylvania / King Of Prussia
5yrs

Peter Munley

Financial advisor at LPL Financial

Peter Munley has worked in the financial industry for 5 years and is a fiduciary financial advisor based in King Of Prussia, Pennsylvania. After a year at Cuna Brokerage Services, Peter joined LPL Financial in 2022, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 179 advisors with offices in King Of Prussia, and one of 152 fiduciaries.

King Of Prussia, PA 19406Fiduciary advisor
Call LPL FinancialDirections

At a glance

Experience5 years (since 2021)
How that compares ?5 years in the industry
Office720 Moore Rd, King Of Prussia, PA 19406
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now
    LPL Financial LLCCurrent firm
  2. Sep 2021 – May 2022
    Cuna Brokerage Services, Inc.Previously

Questions to ask Peter

Tailored to Peter’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Peter

How do I contact Peter?

Call LPL Financial at (704) 733-3300 and ask for Peter Munley. Peter works from the King Of Prussia, PA office.

How long has Peter been a financial advisor?

Peter has been in the industry since 2021, about 5 years. 5 years in the industry.

What licenses does Peter hold?

Series 66. Tap any license on this page to see what it allows.

Is Peter a fiduciary?

Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Peter paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter 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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