Unclaimed Profile

John Wayne Purvis

VAN DEN BERG MANAGEMENT I, INC.·AUSTIN, Texas

SIE, Series 7, Series 7TO, Series 63CFPClean record26 years registeredVAN DEN BERG MANAGEMENT I, INC.

805 LAS CIMAS PARKWAY, AUSTIN, TX 78746-9903CRD# 3091958Firm CRD# 112308

Profile Verification

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

Identity

John Wayne Purvis · AUSTIN, TX

Registration

CRD #3091958 · VAN DEN BERG MANAGEMENT I, INC. · 26 years registered

Brand Profile

Not yet started

Career History

VANGUARD ADVISERS, INC.

Dec 2025 – present

VANGUARD MARKETING CORPORATION

Dec 2025 – present

VANGUARD ADVISERS, INC.

Nov 2021 – Jan 2024

Plano, TX

PARROTT WEALTH MANAGEMENT, LLC

Oct 2019 – Nov 2019

AUSTIN, TX

CENTURY MANAGEMENT FINANCIAL ADVISORS

Nov 2016 – Aug 2019

AUSTIN, TX

CENTURY MANAGEMENT

Oct 2003 – Feb 2016

AUSTIN, TX

CHARLES SCHWAB & CO., INC.

Oct 1999 – Sep 2003

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Registration record

First registered · October 13, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VAN DEN BERG MANAGEMENT I, INC.

CRD 112308 · SEC 801-14809

AUM

$501M

Regulatory assets under management

Employees

665 client accounts

Services offered by VAN DEN BERG MANAGEMENT I, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VAN DEN BERG MANAGEMENT I, INC. →

Introduction

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Frequently Asked Questions

What services does John Wayne Purvis offer?

John Wayne Purvis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are John Wayne Purvis's credentials?

John Wayne Purvis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Wayne Purvis located?

John Wayne Purvis is based in AUSTIN, Texas, working with VAN DEN BERG MANAGEMENT I, INC.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does John Wayne Purvis charge for services?

John Wayne Purvis's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VAN DEN BERG MANAGEMENT I, INC.?

VAN DEN BERG MANAGEMENT I, INC. has approximately 18 employees and manages $501M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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