Kristofer
Funkhouser

Suntrust Advisory Services, Inc

CRD#3035249
Investment Advisor
in Atlanta, GA
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About this Advisor

Kristofer Funkhouser is a certified financial planner operating out of Atlanta, Georgia, who has 14 years in the industry. Funkhouser is on the advisory team at Suntrust Advisory Services, Inc. Over the course of their career, Funkhouser has held roles at Suntrust Securities, Inc, Suntrust Investment Services, Inc and Suntrust Advisory Services. Funkhouser holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Georgia and Texas. Suntrust Advisory Services, Inc is an advisory firm headquartered in Atlanta, Georgia. The firm has offices in 1,572 locations and a total of 1,539 advisors. It oversees $19 billion in assets under management among its 41,105 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 54 charities and foundations. Of its 41,105 customer accounts, 15% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Suntrust Advisory Services, Inc performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial advisory fees are based on which services the firm provides the client. Fee types charged by Suntrust Advisory Services, Inc most likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

1155 Peachtree Street, Ne Suite 800
Atlanta, GA 30309

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

GA Average: $3,570,121,308
Total Number of Employees

1,571

GA Average: 58
Total Number of Accounts

47,014

GA Average: 1,608
Average Account Size

$434,045

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Kristofer Funkhouser Work History

Kristofer has 14 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2009 - Present (10 years)

Suntrust Investment Services,Inc

2004 - 2009 (5 years)

Suntrust Securities, Inc

Disclosures

Kristofer Funkhouser has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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