Taylor
Funke
49 Financial
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About this Advisor
Taylor Funke is a financial advisor based in Jacksonville Beach, Florida, working with 49 Financial. Taylor has previously held positions at Purshe Kaplan Sterling Investment, 49 Wealth Management, Hamel Builders, Tote Maritime Puerto Rico, Palm Valley Outdoors, Trasca Co. Eatery, Legendary Sports Group, LLC, Triple Crown Sports, Aqua Grill, Ponte Vedra High School, Furman University, Stevenson University, Wok N' Roll, Taylor Funke Working For Alex Parker, and Action Labor. Taylor has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Taylor is part of 49 Financial, which operates out of Jacksonville Beach, Florida. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$566,217,984
103
3,364
$168,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Taylor Funke Work History
Purshe Kaplan Sterling Investment
49 Wealth Management
Hamel Builders
Legendary Sports Group, LLC
Stevenson University
Taylor Funke Working For Alex Parker
Action Labor
Tote Maritime Puerto Rico
Triple Crown Sports
Furman University
Palm Valley Outdoors
Trasca Co. Eatery
Aqua Grill
Wok N' Roll
Ponte Vedra High School
Disclosures
Please visit the SEC profile of Taylor Funke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 49 Financial
Rogers, AR
Prosper, TX
Austin, TX
Jacksonville Beach, FL
Austin, TX
Atlanta, GA
Austin, TX
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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