Lawrence Purcell is a CFP-designated registered investment advisor, based in Boise, ID, with 25 years of industry experience.
Location
Boise, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lawrence is an insurance agent for Ameriflex Financial Services, selling life insurance, LTC, disability, and fixed annuities, dedicating about 10-20% of his time to this. He also provides wealth management, financial planning, and investment advisory services for The Ameriflex Group, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Investors Capital CORP.Broker
Investors Capital Advisory
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations2 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.