William Purvis (CRD# 7556181) is an Investment Advisor Representative working at Lgt Financial Advisors LLC in Dallas, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Lgt Financial Advisors LLC | Dallas, TX | Jan 2023 - Current | 1 |
The Vanguard Group, Inc. | Dallas, TX | Jun 2022 - Dec 2022 | < 1 |
Unemployed | Ridgeland, MS | Jan 2022 - May 2022 | < 1 |
Mississippi State University | Mississippi State, MS | Aug 2017 - Dec 2021 | 4 |
Priorityone Bank | Ridgeland, MS | May 2021 - Aug 2021 | < 1 |
Priorityone Bank | Flowood, MS | May 2020 - Jan 2021 | < 1 |
Bancorpsouth | Jackson, MS | May 2018 - Aug 2020 | 2 |
Cspire | Ridgeland, MS | Dec 2017 - Dec 2017 | < 1 |
Unemployed | Ridgeland, MS | May 2017 - Aug 2017 | < 1 |
Jackson Preparatory School | Flowood, MS | Aug 2011 - May 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2022 |
S65 | NASAA Investment Advisors Law Examination | May 2023 |
- TX
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Total Assets Under Management302MILLIONS
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Total Number of Accounts355ACCOUNTS
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Average Account Value$850,868
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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