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Kristofer John Funkhouser

Truist Advisory Services, Inc.

Atlanta, GA

CRD 3035249

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-03-13
GA RA APPROVED 2016-09-19
  • TX RA
    APPROVED
    Since 2017-03-13
  • GA RA
    APPROVED
    Since 2016-09-19

Branch Locations

3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services,Inc Atlanta GA 06/2009 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 06/2009 → Present
    Suntrust Investment Services,Inc
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
Other Businesses

CHRIST THE KING SCHOOL POSITION: Investment Committee Board Member NATURE: Catholic School based in Atlanta serving grades k-8. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/23/2025 ADDRESS: Atlanta GA, United States DESCRIPTION: Meet with Investment Committee Board consisting of 3 other members to review the Endowment Funds account and meet with the investment advisor on the account to discuss the proposed allocation of funds, account performance and manager selection recommended by the investment advisor on the account.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-11
S63 Uniform Securities Agent State Law Examination 1998-04-20
  • S65 Uniform Investment Adviser Law Examination
    1998-12-11
  • S63 Uniform Securities Agent State Law Examination
    1998-04-20
Designations
  • Certified Financial Planner
Other Names
  • Kris Funkhouser
  • Kristofer Funkhouser
  • Krtistopher Funkhouser

View on SEC IAPD

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