Karen Purvis
Karen Purvis is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Diego, CA, with 28 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
4455 Morena Blvd, Ste 215 & Ste 216, San Diego, CA, 92117
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Karen owns several real estate properties, including single-family homes and commercial spaces, some of which are investment-related. She also holds a business ownership stake and serves as Secretary on the Board of Directors for Purvis, dedicating a few hours per week to each of these roles.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Associated Securities CORP.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.