Unclaimed Profile

David Claude Pursell

PURSELL MANAGEMENT CO. LLC·PEACHTREE CORNERS, Georgia

Series 7, Series 31, Series 66Clean record27 years registeredPURSELL MANAGEMENT CO. LLC

3930 EAST JONES BRIDGE ROAD, PEACHTREE CORNERS, GA 30092CRD# 2996278Firm CRD# 302011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Claude Pursell · PEACHTREE CORNERS, GA

Registration

CRD #2996278 · PURSELL MANAGEMENT CO. LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PURSELL MANAGEMENT CO. LLC

IFAM CAPITAL

Jan 2016 – Apr 2017

PEACHTREE, GA

STADION MONEY MANAGEMENT, LLC

Jan 2012 – Jun 2015

WATKINSVILLE, GA

WELLS FARGO ADVISORS, LLC

Mar 2009 – Feb 2012

ATLANTA, GA

MORGAN STANLEY & CO. INCORPORATED

Oct 2006 – Mar 2009

ATLANTA, GA

MORGAN STANLEY

Sep 2004 – Oct 2006

ALPHARETTA, GA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jan 1999 – Sep 2004

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · January 7, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PURSELL MANAGEMENT CO. LLC

CRD 302011 · SEC 801-115285

AUM

$618M

Regulatory assets under management

Employees

391 client accounts

Services offered by PURSELL MANAGEMENT CO. LLC

Per Form ADV

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at PURSELL MANAGEMENT CO. LLC →

Introduction

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Frequently Asked Questions

What services does David Claude Pursell offer?

David Claude Pursell specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are David Claude Pursell's credentials?

David Claude Pursell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Claude Pursell located?

David Claude Pursell is based in PEACHTREE CORNERS, Georgia, last registered with PURSELL MANAGEMENT CO. LLC.

How does David Claude Pursell charge for services?

David Claude Pursell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PURSELL MANAGEMENT CO. LLC?

PURSELL MANAGEMENT CO. LLC has approximately 5 employees and manages $618M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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