Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Norris Funchess is a registered investment advisor representative with USAA Investment Services Co.. Fred is currently registered with the state of Texas. Prior to working with USAA Investment Services Co., Fred worked with USAA Financial Advisors, Inc. and VALIC Financial Advisors, Inc.. Fred has been in the securities industry since March 10, 2011. Fred is also the president of DR Funchess Realtors / Rental Property and devotes approximately 4 hours per month to this other business.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Referrals
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Referral fees pursuant to a referral agreement
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2
TX
01/08/2018 - Present
Usaa Investment Services Co. (LITTLE ELM TX)
TX
08/07/2012 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
03/29/2011 - 01/12/2012
VALIC FINANCIAL ADVISORS, INC. (DALLAS TX)
AZ
06/28/2010 - 02/07/2011
EDWARD JONES (SURPRISE AZ)
BOTH
Issued 07/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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