Elizabeth Faith Mungo
Investment Adviser Representative at DBA BIG Money Retirement AND BIG Retirement
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Elizabeth Faith Mungo is an investment adviser representative with DBA BIG Money Retirement and BIG Retirement in Greenville, SC, where they have been registered since 2025, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in South Carolina and Texas.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- South Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Emily Austin IncSep 2019 – Aug 2022Greenville, SC
- Turner & Miss Curated GoodJan 2024 – May 2025Columbia, SC
- Big Money RetirementMay 2024 – Aug 2024Greenville, SC
- McIntosh Cottage LLCAug 2024 – May 2025Columbia, SC
- University of South CarolinaAug 2021 – May 2025Columbia, SC
- Burgess Investment GroupJun 2025 – no end date reportedGreenville, SC
- Riverside High SchoolAug 2017 – Aug 2021Greer, SC
- Middle SchoolJun 2015 – Aug 2017Greer, SC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About DBA BIG Money Retirement AND BIG Retirement
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- $0 - $500,0001.40%
- $500,000 - $1,000,0001.25%
- $1,000,001 - $3,000,0001.00%
- $3,000,001 - $5,000,0000.75%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
A two-night interactive educational course on retirement planning topics, including a comprehensive workbook, and a one-on-one strategy review consultation with the course instructor.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Greenville, SC
- SEC file number:
- 801-135075
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at DBA BIG Money Retirement AND BIG Retirement
9 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elizabeth Faith Mungo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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