Stanley Funches (CRD# 3054709) is an Investment Advisor Representative working at Intelus Advisory Group, LLC in Birmingham, AL and has over 25 years of experience in the finance industry. Stanley Funches has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intelus Advisory Group, LLC | Birmingham, AL | Sep 2020 - Current | 3 |
| Intelus Wealth Management | Birmingham, AL | Feb 2017 - Current | 7 |
| Lpl Financial, LLC | Birmingham, AL | Aug 2012 - Current | 11 |
| Level Four Advisory Services | Birmingham, AL | Mar 2017 - Nov 2020 | 3 |
| Bridgeworth, LLC | Birmingham, AL | Aug 2012 - Feb 2017 | 4 |
| Bridgeworth, LLC | Birmingham, AL | Aug 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AL
- GA
- NC
- TX
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Total Assets Under Management70MILLIONS
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Total Number of Accounts328ACCOUNTS
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Average Account Value$213,082
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, GA, NC, TX
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