Michael Purifoy, financial advisor Franklin TN

Michael Purifoy

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Michael J. Purifoy
Phone Number: 615-861-6100
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    3,742
    MILLIONS
  • Total Number of Accounts
    20,932
    ACCOUNTS
  • Average Account Value
    $178,761
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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