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Sondra Jean Purcell

PURCELL ADVISORY SERVICES, LLC·TACOMA, Washington
Unclaimed Profile
401 BROADWAY, TACOMA, WA 98402CRD# 4481494Firm CRD# 117238
01

About

Sondra Jean Purcell is a registered financial advisor based in TACOMA, Washington, affiliated with PURCELL ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
PURCELL ADVISORY SERVICES, LLC
PURCELL ADVISORY SERVICES, LLC
AUM
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Security ratings or pricing services
04

Background

Compensation
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 4481494
Firm CRD# 117238
No disclosures on file
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05

Frequently Asked Questions

What services does Sondra Jean Purcell offer?
Sondra Jean Purcell specializes in Financial Planning. Contact their office in TACOMA, Washington for a consultation.
What are Sondra Jean Purcell's credentials?
Sondra Jean Purcell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sondra Jean Purcell located?
Sondra Jean Purcell is based in TACOMA, Washington, working with PURCELL ADVISORY SERVICES, LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Sondra Jean Purcell charge for services?
Sondra Jean Purcell's firm is compensated through other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PURCELL ADVISORY SERVICES, LLC?
PURCELL ADVISORY SERVICES, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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