Michael PurifoyCRD Number: 5067359
Current Firm: Southwestern Investment Advisory Services, Inc.
Michael Purifoy (CRD# 5067359) is an Investment Advisor Representative working at Southwestern Investment Advisory Services, Inc. in Franklin, TN and has over 15 years of experience in the finance industry. Michael Purifoy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, LLC
Abernathy Investment Management, LLC
Raymond James Financial Services Advisors, Inc.
|Southwestern Investment Advisory Services||Brentwood, TN||Mar 2017 - Current||4|
|Southwestern Investment Services||Brentwood, TN||Jun 2010 - Current||11|
|Raymond James Financial Services||Brentwood, TX||Nov 2006 - Current||15|
|Dba: Southwestern Investment Group||Brentwood, TN||Oct 2006 - Current||15|
|Southwestern Investment Group||Brentwood, TN||Oct 2006 - Current||15|
|Raymond James Financial Services Advisors, Inc.||Brentwood, TN||Jan 2009 - Mar 2017||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Total Assets Under Management3,742MILLIONS
Total Number of Accounts20,932ACCOUNTS
Average Account Value$178,761
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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