Rebecca Purvis, financial advisor New Orleans LA

Rebecca Purvis

CRD Number: 5361951
Current Firm: Doucet Asset Management, LLC

Rebecca Purvis (CRD# 5361951) is an Investment Advisor Representative working at Doucet Asset Management, LLC in New Orleans, LA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Institutional Securities Corp Dallas, TX Sep 2007 - Current 16
Doucet Asset Management Birmingham, AL Jun 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Rebecca B. Purvis
Phone Number: 205-414-9788
Registered State(s):
  • AL
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    99
    MILLIONS
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $2,247,384
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AL, LA, TX

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