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
Fifth Third Securities, Inc.
Quinn Stauffer Financial, LLC
|Ipi Asset Management, Inc.||Decatur, IL||Jan 2007 - Current||11|
|Puryear, Hamilton, Hausman & Wood, Plc||Nashville, TN||Oct 1997 - Current||20|
Total Assets Under Management1,102MILLIONS
Total Number of Accounts7,241ACCOUNTS
Average Account Value$152,198
- 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
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV