Unclaimed Profile

Stanley Terrell Funches

BRIDGEWORTH FINANCIAL, LLC·BIRMINGHAM, Alabama

SIE, Series 7, Series 24, Series 63, Series 65CFP ChFC24 years registeredBRIDGEWORTH FINANCIAL, LLC

3800 COLONNADE PARKWAY, BIRMINGHAM, AL 35243CRD# 3054709Firm CRD# 164100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stanley Terrell Funches · BIRMINGHAM, AL

Registration

CRD #3054709 · BRIDGEWORTH FINANCIAL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

May 2025 – present

INTELUS ADVISORY GROUP, LLC

Oct 2020 – present

LEVEL FOUR ADVISORY SERVICES

Mar 2017 – Nov 2020

Birmingham, AL

BRIDGEWORTH, LLC

Aug 2012 – Mar 2017

BIRMINGHAM, AL

LINCOLN FINANCIAL ADVISORS CORPORATION

Jul 2003 – Aug 2012

BIRMINGHAM, AL

E*TRADE ADVISORY SERVICES, INC.

May 2002 – Jun 2003

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 21, 2002

Years registered · 24

Professional designations · CFP, ChFC

Disclosure History

2006Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BRIDGEWORTH, LLC

CRD 164100 · SEC 801-76956

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by BRIDGEWORTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIDGEWORTH, LLC →

Introduction

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Frequently Asked Questions

What services does Stanley Terrell Funches offer?

Stanley Terrell Funches specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Stanley Terrell Funches's credentials?

Stanley Terrell Funches holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stanley Terrell Funches located?

Stanley Terrell Funches is based in BIRMINGHAM, Alabama, working with BRIDGEWORTH FINANCIAL, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Stanley Terrell Funches charge for services?

Stanley Terrell Funches's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGEWORTH FINANCIAL, LLC?

BRIDGEWORTH FINANCIAL, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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