Stan Purvis, financial advisor Ridgeland MS

Stan Purvis

CRD Number: 4521797
Current Firm: Buckingham Strategic Wealth, LLC

Stan Purvis (CRD# 4521797) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Ridgeland, MS and has over 21 years of experience in the finance industry. Stan Purvis 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.

Similar Advisors
Tiffany Ballard, financial advisor Ridgeland MS
Tiffany B. Ballard
CRD# 4521298
Bergland Wealth Management, Inc.
Similar Advisors
Horace Adair, financial advisor Ridgeland MS
Horace R. Adair
CRD# 1649163
Primerica Advisors
Similar Advisors
Richard Adair, financial advisor Ridgeland MS
Richard M. Adair
CRD# 1669173
Primerica Advisors
Professional Designations
Company Name Location Dates Years
Buckingham Strategic Wealth, LLC Clayton, MO Jul 2019 - Current 4
Horne Wealth Advisors, LLC Ridgeland, MS Jul 2009 - Jun 2019 9
Horne LLP Ridgeland, MS May 2009 - Jun 2019 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Stan P. Purvis
Phone Number: 314-725-0455
Registered State(s):
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    27,028
    MILLIONS
  • Total Number of Accounts
    48,507
    ACCOUNTS
  • Average Account Value
    $557,191
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Stan Purvis and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.