Unclaimed Profile

Todd Robert Fungard

MCQUEEN, BALL & ASSOCIATES INC.·BETHLEHEM, Pennsylvania

Clean record10 years registeredMCQUEEN, 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. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCQUEEN, BALL & ASSOCIATES INC.

MUSIC ROW WEALTH MANAGEMENT

Jan 2025 – Jun 2025

NASHVILLE, TN

FLOOD, BUMSTEAD, MCCREADY & MCCARTHY, INC.

Dec 2019 – Dec 2024

NASHVILLE, TN

CAPTRUST

Apr 2019 – Nov 2019

BETHLEHEM, PA

60 WEST ADVISORS, LLC

Mar 2017 – May 2019

BETHLEHEM, PA

MCQUEEN, BALL & ASSOCIATES INC.

Feb 2016 – Sep 2019

BETHLEHEM, PA

Registrations & Exams

Registration record

First registered · February 3, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCQUEEN, BALL & ASSOCIATES INC.

CRD 104663 · SEC 801-21989

AUM

$1.2B

Regulatory assets under management

Employees

1,081 client accounts

Services offered by MCQUEEN, BALL & ASSOCIATES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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

Introduction

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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.

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, last registered with MCQUEEN, BALL & ASSOCIATES INC..

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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