Leigh Funke, financial advisor Clayton MO

Leigh Funke

CRD Number: 6196949
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Leigh Funke (CRD# 6196949) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 10 years of experience in the finance industry.

Similar Advisors
William Meyer, financial advisor Clayton MO
William L. Meyer
CRD# 1018380
Cutter & Company, Inc.
Similar Advisors
Craig Toberman, financial advisor Clayton MO
Craig A. Toberman
CRD# 6306558
Toberman Becker Wealth, LLC
Similar Advisors
Zachary Han, financial advisor Clayton MO
Zachary H. Han
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner, & Smith Incorporated Fort Worth, TX Feb 2014 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Leigh Funke
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Leigh Funke and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.