Daniel Allen Funderburk

Current Employers

Employment History

• 05/2010 → Present
  Cambrige Investment Research, Inc.
  Fairfield, IA
• 07/2011 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Other Businesses

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) DANIEL FUNDERBURK 706 S 9TH ST. GRAND JUNCTION, CO 81501. BEGAN 12/01/2011 AS OWNER/INDEPENDENT INSURANCE AGENT THAT SELLS AND SERVICES LIFE, DISABILITY AND LONG-TERM CARE INSURANCE. NOT INVESTMENT RELATED. DEVOTES 6 HRS/MNTH. 6 HRS DURING TRADING. 3) GJCFPS, 372 RIDGES BLVD, GRAND JUNCTION, CO, 12/2014. PARTNER, FINANCIAL PLANNING AND INVESTMENT ADVICE. INV REL-40/WK-40/TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 07/14/2011 5) D&H FINANCIAL, 372 Ridges Blvd, Grand Junction CO 81507, 09/2024, Owner, Owner/Partner of a Business Entity, NIR, 160 HR/MO, 130 HR/MO TRADING. 6) LEGACY WEALTH MANAGEMENT, 372 Ridges Blvd, Grand Junction CO 81507, 09/2024, Owner, Using a Trade Name / DBA, INV REL, 160 HR/MO, 130 HR/MO TRADING. 7) JDBurk Properties, 372 Ridges Blvd, Grand Junction CO 81507, United States, 10/2025, Member, Real Estate, Not Investment Related, 1 HR/MO, 0 HR/MO Trading

Exams

• S66 Uniform Combined State Law Examination
  2011-07-12

Designations

Other Names

• Daniel A Funderburk