Justine
Purvis
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Justine Purvis is a financial advisor operating in Seattle, Washington with 10 years of relevant experience. Purvis is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. The advisor has gained experience at Tiaa-Cref Individual & Instituational Services, LLC and Tiaa. Purvis holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Washington. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment business headquartered in New York, NY. It has offices in 136 locations and a total of 1,235 advisors. It has $31 billion in total assets between its 76,892 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 22 charities and foundations. Of its 76,892 client accounts, 62% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which service is offered. However, fees billed by Tiaa-Cref Individual & Institutional Services, LLC most likely are comprised of any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Justine Purvis Work History
Justine has been registered as a financial advisor for 10 years.*
Tiaa-Cref Individual & Instituational Services, LLC
Tiaa
*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 Justine Purvis 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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