Unclaimed
Shauntae E. Funkhouser is a registered Investment Advisor Representative. Shauntae is currently registered with A4 Wealth Advisors LLC in North Carolina and Texas. Shauntae has been in the financial services industry for over 10 years. Shauntae is a Certified Divorce Financial Analyst and has experience in financial planning, insurance, and mortgage lending. Shauntae works with individuals and families to help them reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Co-advisor fees
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NC
11/21/2023 - Present
A4 Wealth Advisors LLC (HUNTERSVILLE NC)
IA
Issued 03/08/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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