Stanley T. Funches
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 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Services Offered
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stanley Terrell Funches SR.'s CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
October 20, 2020 - Present
INTELUS ADVISORY GROUP, LLC
Office #1: 1014 Edenton St, Birmingham, AL 35242August 9, 2012 - Present
LPL FINANCIAL LLC
Office #1: 1014 Edenton St, Birmingham, AL 35242May 21, 2025 - July 10, 2026
LPL FINANCIAL LLC
March 2, 2017 - November 12, 2020
LEVEL FOUR ADVISORY SERVICES
August 17, 2012 - March 1, 2017
BRIDGEWORTH WEALTH MANAGEMENT
July 9, 2003 - August 15, 2012
OSAIC FA, INC.
July 9, 2003 - June 6, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
July 9, 2003 - August 15, 2012
OSAIC FA, INC.
May 21, 2002 - June 11, 2003
E*TRADE ADVISORY SERVICES, INC.
August 27, 2001 - June 11, 2003
E*TRADE SECURITIES LLC
May 27, 1998 - August 8, 2001
IDS LIFE INSURANCE COMPANY
May 27, 1998 - August 8, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(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)
Exams
FINRA
Current Firm
INTELUS ADVISORY GROUP, LLC
CRD#: 310180 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 433 |
| AUM (Assets Under Management) | $ 77,395,252 |
Red Flags
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Company Information
INTELUS ADVISORY GROUP, LLC
CRD#: 310180Birmingham, AL 35242TRUST BUT VERIFY
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