Stanley Funches
Stanley Funches is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Birmingham, AL, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1014 Edenton St, Birmingham, AL, 35242
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Regulatory History (1)
Customer Dispute
January 2006Other Business ActivitiesSells Insurance
Stanley sells non-variable insurance through Guardian Life Insurance and Crump Insurance, dedicating minimal time to each. He also operates Intelus Wealth Management and Intelus Advisory Group, spending nearly full-time hours on each.
Employment History
Current Registrations
LPL Financial LLC
Intelus Advisory Group, LLC
LPL Financial LLCBroker
Previous Registrations
Level Four Advisory Services
Bridgeworth, LLC
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
E*trade Advisory Services, INC.
E*trade Securities LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.