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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey M. Funderburk is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Jeffrey has been in the financial services industry since March 2012. Jeffrey is registered with the state of Colorado and Texas as a registered representative. Jeffrey is also registered as an investment advisor representative in Colorado and Texas. Jeffrey is a Certified Financial Planner. Jeffrey has experience in financial planning, portfolio management, and investment advisory services. Jeffrey is a board member of St. Mary's Medical Center Foundation and a partner at Legacy Wealth Management.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
01/02/2018 - Present
Cambridge Investment Research Advisors, Inc. (Grand Junction CO)
BOTH
Issued 08/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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