Shauntae Funkhouser (CRD# 7519728) is an Investment Advisor Representative working at A4 Wealth Advisors LLC in Huntersville, NC and has over 2 years of experience in the finance industry.
CRD# 1876666
Lion Street Advisors, LLC
CRD# 6424613
Advice And Planning Services
CRD# 5982867
Capitalwize, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| A4 Wealth Advisors LLC | Huntersville, NC | Mar 2022 - Current | 2 |
| Thrive Mortgage | Fort Mill, SC | Oct 2020 - Current | 3 |
| World Wide Financial Solutions Dba A4 Insurance Solutions | Huntersville, NC | Nov 2016 - Current | 7 |
| Gradient Investments, LLC | Arden Hills, MN | Mar 2022 - Dec 2022 | < 1 |
| A4 Wealth Advisors LLC | Huntersville, NC | Nov 2016 - Mar 2022 | 5 |
| Universal Mortgage & Finance, Inc. | Cornelius, NC | Apr 2020 - Oct 2020 | < 1 |
| High Tech Lending, Inc. | Huntersville, NC | Mar 2018 - Feb 2020 | 1 |
| Siena Heights University | Adrian, MI | Jan 2016 - May 2017 | 1 |
| Homemaker | Bunker Hill, WV | Aug 2015 - Dec 2015 | < 1 |
| Bone & Joint Specialists Of Winchester | Winchester, NC | Jun 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- NC
- TX
-
Total Assets Under Management145MILLIONS
-
Total Number of Accounts1,135ACCOUNTS
-
Average Account Value$128,016
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NC, SC, TX
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