Loren Purvis (CRD# 3130816) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ocilla, GA and has over 22 years of experience in the finance industry.
CRD# 6716462
Principal Securities, Inc.
CRD# 2009054
Lpl Financial LLC
CRD# 2441436
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2021 - Current | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2021 - Current | 2 |
| L Lamar Purvis, Jr, Cpa | Fitzgerald, GA | Apr 2017 - Current | 7 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Sep 2004 - Sep 2021 | 17 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Jun 2000 - Sep 2021 | 21 |
| L.lamar Purvis Jr., Pc, Cpa | Fitzgerald, GA | Jan 1988 - Apr 2017 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
- GA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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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