William PuryearCRD Number: 4483496
Current Firm: Ipi Wealth Management, Inc.
William Puryear (CRD# 4483496) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Franklin, TN and has 1 year of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Ipi Asset Management, Inc.||Decatur, IL||Jan 2007 - Current||10|
|Puryear, Hamilton, Hausman & Wood, Plc||Nashville, TN||Oct 1997 - Current||19|
|Phhw Investment Advisory Services, LLC||Nashville, TN||Feb 2000 - Dec 2006||6|
Total Assets Under Management995MILLIONS
Total Number of Accounts4,853ACCOUNTS
Average Account Value$204,941
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV