Tina
Purvis

Hollingsworth Avent Averre & Purvis, Pa

CRD#5269321
Investment Advisor
in Raleigh, NC

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About this Advisor

Tina Purvis is a financial advisor operating in Raleigh, North Carolina, with 16 years of industry experience. Purvis works at Hollingsworth Avent Averre & Purvis, Pa. They have spent their complete time as a financial advisor at Hollingsworth Avent Averre & Purvis, Pa. Purvis maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in North Carolina. Hollingsworth Avent Averre & Purvis, Pa is a financial advisory business operating out of Raleigh, NC. It manages $124 million in assets under management across its 161 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 161 customer accounts, 48% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually vary depending on which service is offered. Fee types charged by Hollingsworth Avent Averre & Purvis, Pa can consist of some blend of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

300 W. Millbrook Road
Raleigh, NC 27609

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Hollingsworth Avent Averre & Purvis, Pa Brokerage Details

Total Assets Under Management

$124,292,701

NC Average: $3,625,019,099
Total Number of Employees

3

NC Average: 22
Total Number of Accounts

161

NC Average: 1,917
Average Account Size

$772,004

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Tina Purvis Work History

Tina has been registered as a financial advisor for 16 years.*

2001 - Present (23 years)

Hollingsworth Avent Averre & Purvis, P.A

*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 Tina Purvis 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 Hollingsworth Avent Averre & Purvis, Pa

Charles Averre
Raleigh, NC
Tina Purvis
Raleigh, NC

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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