Lawrence
Purcell
The Ameriflex Group
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About this Advisor
Lawrence Purcell is a financial advisor based in Boise, Idaho, working with The Ameriflex Group. Lawrence has previously held positions at Various Insurance Carriers, Investors Capital Corporation, Lawrence Purcell Financial Advocate, Sagepoint Financial, Inc, The Ameriflex Group, Inc, and Osaic Wealth, Inc. Lawrence has passed the Series 66 regulatory exam and is registered to provide services in California and Idaho. Currently, Lawrence is part of The Ameriflex Group, which operates out of Boise, Idaho. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lawrence Purcell Work History
Osaic Wealth, Inc
The Ameriflex Group, Inc
Sagepoint Financial, Inc
Lawrence Purcell Financial Advocate
Various Insurance Carriers
Investors Capital Corporation
Disclosures
Please visit the SEC profile of Lawrence Purcell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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