John FunderburkCRD Number: 6038544
Current Firm: Advocate Investing Services
John Funderburk (CRD# 6038544) is an Investment Advisor Representative working at Advocate Investing Services in Mount Airy, MD and has over 5 years of experience in the finance industry.
Blue Ocean Global Wealth
Commonwealth Financial Network
Planning Solutions Group, LLC
|Advocate Investing Services||Mount Airy, MD||Aug 2016 - Current||1|
|Daily Dish Restauraunt||Silver Spring, MD||Sep 2015 - Current||2|
|Lpl Financial, LLC||Mount Airy, MD||Feb 2013 - Current||5|
|Lpl Financial, LLC||Mount Airy, MD||Jul 2012 - Current||5|
|Self Employed||Frederick, MD||Sep 2011 - Apr 2012||< 1|
|Daily Dish And Catering Company||Silver Spring, MD||Jun 2009 - Nov 2011||2|
|Truland||Washington Dc, DC||May 2007 - Jun 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management79MILLIONS
Total Number of Accounts232ACCOUNTS
Average Account Value$341,273
- 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
FL, MD, VA
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