Unclaimed Profile

Sondra Jean Purcell

PURCELL ADVISORY SERVICES, LLC·TACOMA, Washington

Clean recordPURCELL ADVISORY SERVICES, LLC

401 BROADWAY, TACOMA, WA 98402CRD# 4481494Firm CRD# 117238

Profile Verification

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

Identity

Sondra Jean Purcell · TACOMA, WA

Registration

CRD #4481494 · PURCELL ADVISORY SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Client Types

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PURCELL ADVISORY SERVICES, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Security ratings or pricing services

Background

Compensation

Other: REFERRAL FEES

Regulatory

SEC/IARD CRD# 4481494

Firm CRD# 117238

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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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