Sandon Purcell
Sandon Purcell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greenwood Village, CO, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
529 Dtc Blvd, #210, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sandon is an owner of PB Capital Partners, sharing office expenses, and the President of Purcell Capital Management, where he works as a financial advisor about 10-20% of his time. He also serves as a co-successor trustee of his parents' trust, dedicating minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
John G. Kinnard and Company, IncorporatedBroker
Dickinson & CO.Broker
U.S. Central SecuritiesBroker
The Trading Desk, INC.Broker
State Registrations29 states
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