Clay Purvis (CRD# 7392727) is an Investment Advisor Representative working at Ministry Partners Securities, LLC in Brea, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 724 Capital, LLC | Elgin, IL | Mar 2024 - Current | < 1 |
| Ministry Partners Securities, LLC | Aurora, IL | Oct 2022 - Current | 1 |
| Parkland Securities LLC | Ann Arbor, MI | May 2022 - Oct 2022 | < 1 |
| Sigma Financial Corporation | Ann Arbor, MI | Jun 2021 - Oct 2022 | 1 |
| Charlie's Still On Main | Milford, MI | Jun 2019 - May 2021 | 1 |
| Lowe's | Holland, MI | Feb 2021 - Apr 2021 | < 1 |
| N/a | N/a, XX | Oct 2020 - Jan 2021 | < 1 |
| Grow Bistro & Cafe | Saugatuck, MI | May 2020 - Sep 2020 | < 1 |
| Hope College | Holland, MI | Sep 2019 - May 2020 | < 1 |
| Verde Capital Management | Clarkston, MI | Jul 2019 - Sep 2019 | < 1 |
| Hope College | Holland, MI | Feb 2019 - Sep 2019 | < 1 |
| Palate Of Milford | Milford, MI | Jul 2018 - Jul 2019 | 1 |
| Coretek Services | Farmington, MI | May 2018 - Sep 2018 | < 1 |
| N/a | N/a, XX | Sep 2017 - May 2018 | < 1 |
| Jacobson Marina Resort | Frankfort, MI | Apr 2017 - Sep 2017 | < 1 |
| Hope College | Holland, MI | May 2017 - Aug 2017 | < 1 |
| Lakeland High School | White Lake, MI | Sep 2013 - May 2017 | 3 |
| Huron Valley Pools And Fitness | White Lake, MI | Nov 2014 - Aug 2016 | 1 |
| Prestwick Village Golf Club | Milford, MI | May 2015 - Sep 2015 | < 1 |
| N/a | N/a, XX | Sep 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- IL
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts169ACCOUNTS
-
Average Account Value$106,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
CA, ID, IL, OR, TX
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