Matthew Purvis
Matthew Purvis is a registered investment advisor at LPL Financial LLC, based in New Albany, MS, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
106 E Bankhead St, New Albany, MS, 38652
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Regulatory History (1)
Employment Separation After Allegations
December 2024Other Business ActivitiesSells Insurance
Matthew sells non-variable insurance, dedicating a few hours per week to this activity. He also operates Purvis Investment Group, LLC as a DBA for his LPL business, taking nearly full-time hours, and Purvis Holdings, LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
Edward Jones
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
State Registrations7 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.