Kelly Purdum
Kelly Purdum is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Windsor, CO, with 3 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
1041 Main St, Windsor, CO, 80550
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly works as a Registered Sales Assistant at Bank of Colorado through RJFS since 2022, taking about half of her time. She also works for Bank of Colorado Investment Services/Raymond James as a Registered Sales Assistant, also since 2022, taking about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations16 states
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