John R. Funderburk

WEALTHCARE FINANCIAL GROUP

Frederick, MD

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CRD#: 6038544

Professional summary

John Russell Funderburk is a registered financial advisor currently at WEALTHCARE FINANCIAL GROUP, INC. located in Frederick, Maryland.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. Name: JOHN FUNDERBURK-INSURANCE; Investment Related: Yes; Address: Frederick Maryland; Nature: Insurance Sales; Position: Agent; Title: President; Start Date: 05/21/2018; NUMBER OF HOURS: 40 per month; Hours during TRADING HOURS: 10 per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Russell Funderburk's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 4, 2019 - Present

WEALTHCARE FINANCIAL GROUP, INC.

RIA

CRD#: 284650

Frederick, MD

Past

September 14, 2020 - December 31, 2023

JOHN FUNDERBURK, LLC

RIA

CRD#: 310221

FREDERICK, MD

Past

May 17, 2018 - February 4, 2019

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

Frederick, MD

Past

May 17, 2018 - February 4, 2019

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

Frederick, MD

Past

August 23, 2016 - June 7, 2018

ADVOCATE INVESTING SERVICES

RIA

CRD#: 273035

MOUNT AIRY, MD

Past

February 19, 2013 - January 18, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

MOUNT AIRY, MD

Past

July 31, 2012 - May 24, 2018

LPL FINANCIAL LLC

CRD#: 6413

MOUNT AIRY, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(2/4/2019)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/4/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/30/2012

General Securities Representative Examination

Current Firm

WEALTHCARE FINANCIAL GROUP, INC.

ALPHA UMI FINANCIAL | WEALTHCARE FINANCIAL GROUP, INC. | SMITH, MARTIN ALEXANDER | SMITH, MARTIN A | HISAAB CAPITAL

CRD#: 284650 / SEC#:

California

Registered Investment Advisory firm - (8/15/2023 Approved)

District of Columbia

Registered Investment Advisory firm - (5/31/2023 Approved)

Georgia

Registered Investment Advisory firm - (5/12/2017 Approved)

Louisiana

Registered Investment Advisory firm - (11/27/2019 Approved)

Maine

Registered Investment Advisory firm - (7/25/2024 Approved)

Maryland

Registered Investment Advisory firm - (9/28/2016 Approved)

Michigan

Registered Investment Advisory firm - (8/14/2025 Approved)

New York

Registered Investment Advisory firm - (5/3/2023 Approved)

Texas

Registered Investment Advisory firm - (1/4/2021 Approved)

Virginia

Registered Investment Advisory firm - (3/4/2023 Approved)

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Contact information

Main Address

21 Eastbrook Bend, Suite 118, Peachtree City, GA 30269

Mailing Address

Phone number

(770) 683-3608

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	245
AUM (Assets Under Management)	$ 28,246,162

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.

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John R. Funderburk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Russell Funderburk's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHCARE FINANCIAL GROUP, INC.

JOHN FUNDERBURK, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

ADVOCATE INVESTING SERVICES

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/4/2013

SIE

Date: 10/1/2018

Series 7

Date: 7/30/2012

Current Firm

WEALTHCARE FINANCIAL GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTHCARE FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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