John Funk (CRD# 2488986) is an Investment Advisor Representative working at Quest Investment Portfolio Management, Limited in Roswell, NM and has over 29 years of experience in the finance industry.
CRD# 5570447
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6682912
Edward Jones
CRD# 4735278
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quest Investment Portfolio Management, Ltd. | Roswell, NM | Jan 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 1994 |
- NM
- TX
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$645,676
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NM, TX
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