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James Richard Munsey is a financial advisor professional located in Newark, DE. They specialize in financial advisory. With over 24 years of experience, they bring deep expertise to every client.
James Richard Munsey - Allstate Financial Services, Llc holds an active professional license (FINRA CRD) for your protection.
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James Richard Munsey operates Allstate Financial Services, LLC in Newark, Delaware. With 24 years in the financial advisory field, Munsey brings substantial experience to client relationships. The business holds a FINRA CRD license number 4390216, which governs securities-related advisory work. This long tenure suggests familiarity with market cycles and client portfolio management across multiple economic conditions.
A FINRA CRD license indicates the advisor is registered with the Financial Industry Regulatory Authority, the self-regulatory organization overseeing securities professionals. This registration means the advisor has passed required examinations and is subject to FINRA's conduct and compliance standards. It signals the advisor can legally offer securities advice and manage investment accounts within regulatory parameters, with ongoing oversight ensuring adherence to industry rules and customer protection requirements.