Unclaimed Profile

Todd Robert Fungard

MCQUEEN, BALL & ASSOCIATES INC.·BETHLEHEM, Pennsylvania

Clean recordMCQUEEN, BALL & ASSOCIATES INC.

60 W BROAD STREET, SUITE 300, BETHLEHEM, PA 18018-5721CRD# 6604638Firm CRD# 104663

Profile Verification

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

Identity

Todd Robert Fungard · BETHLEHEM, PA

Registration

CRD #6604638 · MCQUEEN, BALL & ASSOCIATES INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Todd Robert Fungard is a registered financial advisor based in BETHLEHEM, Pennsylvania, affiliated with MCQUEEN, BALL & ASSOCIATES INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MCQUEEN, BALL & ASSOCIATES INC.

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MCQUEEN, BALL & ASSOCIATES INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6604638

Firm CRD# 104663

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd Robert Fungard offer?

Todd Robert Fungard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.

What are Todd Robert Fungard's credentials?

Todd Robert Fungard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Robert Fungard located?

Todd Robert Fungard is based in BETHLEHEM, Pennsylvania, working with MCQUEEN, BALL & ASSOCIATES INC.. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.

How does Todd Robert Fungard charge for services?

Todd Robert Fungard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCQUEEN, BALL & ASSOCIATES INC.?

MCQUEEN, BALL & ASSOCIATES INC. has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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