Terrence
Purcell

Longwall Investment Partners, LLC

CRD#2037654
Investment Advisor
in Westport, CT

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About this Advisor

Terrence Purcell is a financial advisor working out of Westport, Connecticut. Purcell is on the advisory team at Longwall Investment Partners, LLC. Purcell has gained experience at Longwall Investment Partners, LLC, Purcell Capital Management LLC, Permal Group and Connecticut Retirement Plans & Trust Funds. Purcell maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Connecticut. Longwall Investment Partners, LLC is an advisory company based in Westport, CT. The investment advisory business has a total of six people on staff. Longwall Investment Partners, LLC performs a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on the type of services provided. Fees billed by Longwall Investment Partners, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

180 Imperial Avenue
Westport, CT 06880

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Longwall Investment Partners, LLC Brokerage Details

Total Number of Employees

6

CT Average: 35

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Terrence Purcell Work History

Terrence has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Longwall Investment Partners, LLC

2017 - 2023 (6 years)

Purcell Capital Management LLC

2015 - 2016 (1 year)

Permal Group

2012 - 2015 (3 years)

Connecticut Retirement Plans & Trust Funds

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Terrence Purcell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Longwall Investment Partners, LLC

Terrence Purcell
Westport, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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