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William R Purdy

Ventura Wealth Management

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About William R Purdy

William R. Purdy is a financial advisor at Ventura Wealth Management, located in Yardley, PA. William has been in the industry since 2016 and is registered with the state of New Jersey. William has a Series 7 and Series 66 license and is also a Certified Financial Planner. William's primary focus is on providing financial planning and portfolio management services to individuals and families. William has experience working with a range of clients, including high net worth individuals, charitable organizations, and pension and profit-sharing plans. William's firm, Ventura Wealth Management, has been in business since 2015 and has over $500 million in assets under management. Ventura Wealth Management is a Registered Investment Advisor (RIA) and is committed to providing clients with personalized financial advice.

Firm Information

William Purdy is currently registered with Ventura Wealth Management. Ventura Wealth Management is an investment advisor headquartered in Yardley, PA. The firm manages approximately $518,166,137 in assets for 1,423 clients. The firm primarily provides financial planning and portfolio management services for individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. Ventura Wealth Management has 5 licensed agents, 8 investment adviser representatives, and 7 registered representatives.
Ventura Wealth Management

820 TOWNSHIP LINE ROAD

YARDLEY, PA 19067

$518.17M

Assets Under Management

Not reported

Total Clients

9

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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fixed fees

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

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percentage of assets

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

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William Purdy’s Registration & Firm History

PA

01/25/2017 - Present

Ventura Wealth Management (YARDLEY PA)

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Licenses & Designations

BOTH

Issued 06/06/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William R Purdy.
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