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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stan? Claim Your ProfileStan Purvis is a financial advisor with The Colony Group, LLC. Stan is a Certified Financial Planner® professional with over 20 years of experience in the financial services industry. Prior to joining The Colony Group, Stan worked at Horne LLP, where he provided wealth management services to high-net-worth individuals, families, and businesses. Stan's experience includes providing financial planning, investment management, retirement planning, estate planning, and insurance services. Stan is registered to provide investment advisory services in Mississippi and Texas.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
MS
02/28/2006 - 05/05/2009
UVEST FINANCIAL SERVICES GROUP, INC. (JACKSON MS)
MS
02/19/2004 - 02/28/2006
TRUSTMARK SECURITIES, INC. (JACKSON MS)
AL
05/16/2002 - 10/09/2003
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 05/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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