Joseph
Purpura
Avantax Advisory Services
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About this Advisor
Joseph Purpura is a financial advisor based in Levittown, New York, working with Avantax Advisory Services. Joseph has previously held positions at Avantax Investment Services, Inc, Driven Local LLC, G.R. Reid Associates, Joseph S Purpura, LLC, Avantax Advisory Services, and Tax Intelligent Wealth, LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Joseph is part of Avantax Advisory Services, which operates out of Levittown, New York. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Joseph Purpura Work History
Tax Intelligent Wealth, LLC
Driven Local LLC
Joseph S Purpura, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
G.R. Reid Associates
Disclosures
Please visit the SEC profile of Joseph Purpura 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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