MP
MP
Melanie Purvis
18 Years of Experience
Gulf Shores, AL
1 DisclosureBroker
Melanie Purvis is a registered investment advisor at Wells Fargo Advisors, based in Gulf Shores, AL, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
1544 W 2nd St. Ste 102, [Satellite], Gulf Shores, AL, 36542
Get directionsHistory
Regulatory History (1)
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Financial
April 2021Final
Other Business Activities
Melanie owns Coastal Wealth Management of Peritus Wealth Management, which is investment-related. This takes nearly all of Melanie's time.
Employment History
Current Registrations
Wells Fargo Advisors
September 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2007 - Present · 18 yrs 5 mos
Previous Registrations
Nbc Securities, INC.Broker
May 2007 - January 2008 · 8 mos
State Registrations21 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.