Michael Purdy, financial advisor Saint James MN

Michael Purdy

CRD Number: 2688497
Current Firm: Lpl Financial LLC

Michael Purdy (CRD# 2688497) is an Investment Advisor Representative working at Lpl Financial LLC in Saint James, MN and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC St James, MN Feb 2018 - Current 6
Invest Financial Corp Tampa, FL Jan 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Michael L. Purdy
Phone Number: 704-733-3300
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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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