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William T. Purcell

INVESTMENT ADVISORS OF INDIANAPOLIS INC·INDIANAPOLIS, Indiana
Clean recordINVESTMENT ADVISORS OF INDIANAPOLIS INC
10585 NORTH MERIDIAN STREET, INDIANAPOLIS, IN 46290CRD# 4437155Firm CRD# 109220

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William T. Purcell · INDIANAPOLIS, IN
Registration
CRD #4437155 · INVESTMENT ADVISORS OF INDIANAPOLIS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William T. Purcell is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with INVESTMENT ADVISORS OF INDIANAPOLIS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
INVESTMENT ADVISORS OF INDIANAPOLIS INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
AUM
$38M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Other: CONSULTING FEES BASED ON ASSETS AND NEGOTIATIONS
Regulatory
SEC/IARD CRD# 4437155
Firm CRD# 109220
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William T. Purcell offer?
William T. Purcell specializes in Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are William T. Purcell's credentials?
William T. Purcell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William T. Purcell located?
William T. Purcell is based in INDIANAPOLIS, Indiana, working with INVESTMENT ADVISORS OF INDIANAPOLIS INC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does William T. Purcell charge for services?
William T. Purcell's firm is compensated through percentage of aum, other: consulting fees based on assets and negotiations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT ADVISORS OF INDIANAPOLIS INC?
INVESTMENT ADVISORS OF INDIANAPOLIS INC has approximately 1 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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