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, MO, NC, NE, NM, OK, OR, TX, VA
Insurance licensed in the following states: ID, NM, TX
TRAVIS FUNK: Financial Advisor: Wells Fargo Clearing Services, LLC