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John Russell Funderburk

Wealthcare Financial Group, Inc.

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About John Russell Funderburk

John Russell Funderburk is a financial advisor with Wealthcare Financial Group, Inc. John has been in the financial industry since 2012 and holds the Series 7, Series 66, and SIE licenses. John is registered with the state of Maryland as an Investment Advisor Representative. John has experience working with clients of all ages, including high-net-worth individuals, corporations, and pension plans. John is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

John Funderburk is currently registered with Wealthcare Financial Group, Inc.. Wealthcare Financial Group, Inc. is a financial advisory firm that provides financial planning and portfolio management services to individuals, pension and profit-sharing plans. The firm currently manages $23.7 million in assets for 229 clients.

$23.72M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Funderburk’s Registration & Firm History

MD

02/04/2019 - Present

Wealthcare Financial Group, Inc. (Frederick MD)

MD

05/17/2018 - 02/04/2019

H. BECK, INC. (Frederick MD)

MD

07/31/2012 - 05/24/2018

LPL FINANCIAL LLC (MOUNT AIRY MD)

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Licenses & Designations

BOTH

Issued 02/04/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Russell Funderburk.
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