Mark Purdy (CRD# 6838319) is an Investment Advisor Representative working at Edward Jones in Estes Park, CO and has over 6 years of experience in the finance industry.
CRD# 4737171
Edward Jones
CRD# 2070613
Lpl Financial LLC
CRD# 5079762
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St.louis, MO | Aug 2017 - Current | 6 |
| Nti | Westerville, OH | Sep 2011 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- CO
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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