Stanley Terrell Funches Sr.
CFP®, ChFC®Professional Summary
Stanley Terrell Funches SR., CFP®, ChFC®, who also goes by Stanley T. Funches Sr., Stanley T. Funches, Stanley Terrell Funches, is a registered financial advisor currently at INTELUS ADVISORY GROUP, LLC located in Birmingham, Alabama and LPL FINANCIAL LLC located in Birmingham, Alabama. Stanley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Stanley has worked at 10 firms and has passed the Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Long-term Care
- Investment Planning
- Estate Planning
- Small Business Planning
- Education Planning
- Comprehensive Financial Planning
- Retirement Income Management
- Insurance Planning
- Retirement Planning
Other Aliases
Stanley T. Funches Sr., Stanley T. Funches, Stanley Terrell Funches
Similar Advisors
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
QRIA, INC.
WELLS FARGO CLEARING SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
QRIA, INC.
WELLS FARGO CLEARING SERVICES, LLC
Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Similar Advisors
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
QRIA, INC.
WELLS FARGO CLEARING SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
QRIA, INC.
WELLS FARGO CLEARING SERVICES, LLC
Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
Similar Advisors
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
QRIA, INC.
WELLS FARGO CLEARING SERVICES, LLC
Current Firm
INTELUS ADVISORY GROUP, LLC
Contact Information
Main Address
1014 Edenton St, Birmingham, AL 35242Phone Number
(205) 313-3590# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
457AUM (Assets Under Management)
$89,417,162Similar Advisors
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
QRIA, INC.
WELLS FARGO CLEARING SERVICES, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
QRIA, INC.
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
(8/9/2012)
(11/12/2020)
(9/8/2020)
(8/9/2012)
(8/9/2012)
(11/3/2020)
(2/11/2013)
(11/12/2021)
(1/16/2015)
(1/4/2021)
(8/9/2012)
(10/18/2017)
(8/8/2018)
(12/20/2013)
(2/9/2021)
(7/17/2013)
(2/12/2013)
(10/20/2020)
(1/2/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
QRIA, INC.
WELLS FARGO CLEARING SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Stanley Terrell Funches SR.'s CRS (Customer Relationship Summary).
Services Offered by Stanley
- Long-term Care
- Investment Planning
- Estate Planning
- Small Business Planning
- Education Planning
- Comprehensive Financial Planning
- Retirement Income Management
- Insurance Planning
- Retirement Planning
Similar Advisors
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
QRIA, INC.
WELLS FARGO CLEARING SERVICES, LLC
