Joseph Purpura (CRD# 5042209) is an Investment Advisor Representative working at Avantax Advisory Services in Levittown, NY and has over 18 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tax Intelligent Wealth, LLC | Levittown, NY | Sep 2023 - Current | < 1 |
| Driven Local LLC | Melville, NY | Sep 2013 - Current | 10 |
| Avantax Advisory Services | Woodbury, NY | Apr 2006 - Current | 18 |
| Joseph S Purpura, LLC | Centerport, NY | Jan 2006 - Current | 18 |
| Avantax Investment Services, Inc. | Woodbury, NY | Sep 2005 - Current | 18 |
| G.r. Reid Associates | Woodbury, NY | Jul 2014 - Jul 2014 | < 1 |
| Driven Local, LLC | Melville, NY | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- NY
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
- 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, VT, WA, WI, WV, WY
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