Robert PurvisCRD Number: 5609128
Current Firm: Equity Investment Corp
Robert Purvis (CRD# 5609128) is an Investment Advisor Representative working at Equity Investment Corp in Atlanta, GA and has over 7 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Foreside Funds Istributors LLC||Atlanta, GA||Mar 2015 - Current||2|
|Equity Investment Corporation||Atlanta, GA||Feb 2015 - Current||2|
|Janney Montgomery Scott LLC||Aiken, SC||Mar 2012 - Feb 2015||2|
|Morgan Stanley Smith Barney||Augusta, GA||Jun 2009 - Mar 2012||2|
|Citigroup Global Markets Inc.||Aiken, SC||Feb 2009 - Jun 2009||< 1|
|Citigroup Global Markets Inc.||Aiken, SC||Oct 2008 - Feb 2009||< 1|
|Unemployed||Aiken, SC||Jan 2008 - Oct 2008||< 1|
|Furman University||Greenville, SC||Sep 2007 - Jan 2008||< 1|
|Streamline||Savannah, GA||Jan 2007 - Aug 2007||< 1|
|Furman University||Greenville, SC||Sep 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management3,659MILLIONS
Total Number of Accounts8,171ACCOUNTS
Average Account Value$447,795
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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