John Funderburk
John Funderburk is a registered investment advisor at John Funderburk, LLC, based in Frederick, MD, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
John Funderburk, LLC charges an annual fee based on the value of your investments. The fee is negotiable, but will not exceed 2.5% per year. The fee is charged quarterly or monthly, based on the value of your portfolio at the end of each period.
Location
Frederick, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an insurance agent and President of an insurance sales business since 2018. He dedicates about a quarter of his time to this activity, including 10 hours per week during trading hours.
Employment History
Current Registrations
John Funderburk, LLC
Wealthcare Financial Group, INC.
Previous Registrations
John Funderburk, LLC
H. Beck, INC.Broker
H. Beck, INC.
Advocate Investing Services
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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.