Purpose First Financial, LLC
Purpose First Financial, LLC (CRD# 316968) is a financial advisory firm headquartered in Grants Pass, OR. They manage $43,851,094 in 366 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management44MILLION
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Total Number of Accounts366ACCOUNTS
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Average Account Value$119,812
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, TX
Financial Advisors at Purpose First Financial, LLC
1
Jason Burley (CRD# 5604648) is an Investment Advisor Representative working at Purpose First Financial, LLC in Grants Pass, OR and has over 15 years of experience in the finance industry.
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