Kaili
Purviance

Kingstone Capital Partners Texas, LLC

CRD#4329392
Investment Advisor
in Frisco, TX

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About this Advisor

Kaili Purviance is a financial advisor based in Frisco, Texas, working with Kingstone Capital Partners Texas, LLC. Kaili has previously held positions at Atlas Preparatory School, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Kingstone Capital Partners. Kaili has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Colorado, and Texas. Currently, Kaili is part of Kingstone Capital Partners Texas, LLC, which operates out of Frisco, Texas. The firm has 3 offices and 8 employees. The firm manages assets totaling $145.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Kingstone Capital Partners Texas, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6160 Warren Parkway Suite 100
Frisco, TX 75034

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Kingstone Capital Partners Texas, LLC Brokerage Details

Total Assets Under Management

$145,300,092

TX Average: $3,042,739,679
Total Number of Employees

8

TX Average: 49
Total Number of Accounts

463

TX Average: 2,315
Average Account Size

$313,823

TX Average: $1,314,358

Investment Advisory Services

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

Kaili Purviance Work History

2019 - Present (5 years)

Kingstone Capital Partners

2016 - 2019 (3 years)

Northwestern Mutual Wealth Management Company

2015 - 2019 (4 years)

Northwestern Mutual Life Insurance Company

2015 - 2019 (4 years)

Northwestern Mutual Investment Services LLC

2011 - 2015 (4 years)

Atlas Preparatory School

Disclosures

Please visit the SEC profile of Kaili Purviance 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 Kingstone Capital Partners Texas, LLC

Sean Carter
Littleton, CO
Ike Ekeh
La Jolla, CA
Gustavo Delafuente
Frisco, TX
Kaili Purviance
Frisco, TX
Hannah Ellis
Frisco, TX
Erik Morin
Littleton, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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