Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loren? Claim Your ProfileLoren Lamar Purvis is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. located in Ocilla, GA. Loren has been in the industry since November 2001 and is a registered representative in Georgia. Loren is a certified public accountant (CPA) with extensive experience in financial planning and portfolio management. Loren's expertise includes managing investments for individuals, businesses and retirement plans. Loren has also worked with clients in the insurance industry and is a board member for the Irwin County Board of Education. Loren is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
09/07/2021 - Present
Cambridge Investment Research Advisors, Inc. (Ocilla GA)
GA
11/09/2001 - 09/03/2021
CETERA FINANCIAL SPECIALISTS LLC (FITZGERALD GA)
IA
Issued 06/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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