Zachary Purvis (CRD# 7258495) is an Investment Advisor Representative working at Halley Hill Wealth Management LLC in Perry, GA and has over 6 years of experience in the finance industry.
CRD# 4286283
Patton Albertson Miller Group, LLC
CRD# 4558215
Osaic Wealth, Inc.
CRD# 3059413
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Halley Hill Wealth Management LLC | Perry, GA | Apr 2020 - Current | 4 |
| Aggeorgia Farm Credit, Aca | Perry, GA | Feb 2016 - Jun 2020 | 4 |
| Agfirst Farm Credit Bank | Columbia, SC | Oct 2010 - Feb 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- GA
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$392,911
- 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
- Educational seminars/workshops
GA
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