linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Patrick Purcell

PKS Advisory Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Patrick Purcell

Brian Purcell is an investment advisor representative with PKS Advisory Services, LLC. Brian has been in the financial services industry since 2012 and has a Series 6, Series 7, Series 63 and Series 65 license. Brian is registered to provide investment advice in all 50 states. Brian provides financial planning and portfolio management services to individuals and businesses. Brian's specializations include investments and financial planning.

Firm Information

Brian Purcell is currently registered with PKS Advisory Services, LLC. PKS Advisory Services, LLC is a registered investment advisor headquartered in Albany, New York. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and high-net-worth individuals. As of its last filing, PKS Advisory Services, LLC manages over $697 million in assets for over 4,457 clients.
PKS Advisory Services, LLC

80 STATE STREET

ALBANY, NY 12207

$697.74M

Assets Under Management

Not reported

Total Clients

48

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Purcell’s Registration & Firm History

NY

04/08/2021 - Present

PKS Advisory Services, LLC (ALBANY NY)

Not sure if Brian Patrick Purcell is right for you?

Licenses & Designations

IA

Issued 03/10/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2017

Series 7 - General Securities Representative Examination

BC

Issued 08/01/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Patrick Purcell.
Not sure if Brian Patrick Purcell is right for you?