Billy  Funderburk,  CFP<sup>&reg;</sup> - Financial Advisor

Billy Funderburk, CFP®

MBA

Funderburk Financial

351 Coffman St., Suite 210
Longmont, CO 80501
FINANCIAL ADVISOR'S WEBSITE
(303) 485-0488

General

Billy Funderburk is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Funderburk Financial in Longmont, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: CO, OH, OK
  • Health/disability insurance: CO, OH, OK
  • Fixed annuities: CO, OH, OK
  • Variable annuities: CO, OH, OK

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer

Securities offered through Securities America, Inc. Member FINRA/SIPC, and advisory services offered through Securities America Advisors, Inc., Billy Funderburk, Representative. Funderburk Financial and the Security America companies are unaffiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning, Insurance, Job Loss, Retirement, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources