John E. Funk
Professional summary
John E. Funk, who also goes by John Funk, is a registered financial advisor currently at QUEST INVESTMENT PORTFOLIO MANAGEMENT, LIMITED located in Roswell, New Mexico.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 1 firm and has passed the Series 65, Series 2 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John E. Funk's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 16, 2003 - Present
QUEST INVESTMENT PORTFOLIO MANAGEMENT, LIMITED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/18/2005)
(1/16/2003)
Exams
Series 2
Date: 7/29/1996
Non-Member General Securities ExaminationCurrent Firm
QUEST INVESTMENT PORTFOLIO MANAGEMENT, LIMITED
CRD#: 114540 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 60 |
| AUM (Assets Under Management) | $ 20,397,702 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
