Michael Purcell (CRD# 1869196) is an Investment Advisor Representative working at Confluence Investment Management LLC in Winnetka, IL and has over 25 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Confluence Investment Management LLC | St. Louis, MO | Sep 2018 - Current | 5 |
| Unemployed | Winnetka, IL | May 2018 - Aug 2018 | < 1 |
| Spouting Rock Asset Management | Winnetka, IL | Sep 2017 - Apr 2018 | < 1 |
| Manning & Napier Advisors, LLC | Fairport, NY | Apr 2014 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- IL
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Total Assets Under Management7,201MILLIONS
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Total Number of Accounts17,208ACCOUNTS
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Average Account Value$418,464
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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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