Financial Advisor

Address: 1500 BROADWAY , LUBBOCK , TX 79401
Phone: 806-767-3848 | 866-281-7436

Tailored Financial Strategies. Personal Service.

My Associate(s): Teri Jo Franke, Regional Support Specialist ; Teri Jo Franke, Registered Client Associate

My Experience

  • 2008 - Present : Wells Fargo Advisors, Financial Advisor
  • 2004 - 2008 : Wells Fargo Bank, Business Banking Relationship Manager

My Education & Credentials

  • Masters of Science in Financial Planning - Texas Tech
  • BBA in Finance/Economics - Uni. of Mary Hardin-Baylor

My Community Involvement

  • Lubbock Younglife
  • Lubbock Area United Way
Securities Registered in the following states: AL, AR, AZ, CA, CO, CT, FL, ID, MT, NC, NM, NY, OK, OR, SC, TX, UT, VA
Insurance licensed in the following states: ID, NM, OK, TX
TRAVIS FUNK: Financial Advisor: Wells Fargo Clearing Services, LLC