Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Harris Purvis is an investment advisor representative registered with LGT Financial Advisors LLC in Dallas, TX. William has been working in the financial services industry since 2022. William holds the Series 63, Series 65, and Series 7 licenses. William is registered with the state of Texas as an Investment Advisor Representative.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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TX
05/02/2023 - Present
LGT Financial Advisors LLC (DALLAS TX)
TX
09/09/2022 - 01/04/2023
VANGUARD MARKETING CORPORATION (Plano TX)
IA
Issued 05/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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