Individual Firm
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LAWRENCE PAUL PURCELL
LARRY PURCELL
CRD#: 4191573
IA
B
THE AMERIFLEX GROUPCRD#: 305585 Boise, ID
OSAIC WEALTH, INC.CRD#: 23131 4696 W. OVERLAND ROAD
SUITE 221
BOISE, ID 83705
SUITE 221
BOISE, ID 83705
0
Disclosures
24
Years of Experience
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State Registrations
IA
California 2/7/2020
IA
Idaho 12/5/2022
B
California 9/1/2023
B
Idaho 9/1/2023
B
Florida 9/1/2023
SRO Registrations
B
View Exams Passed by the individual in the detailed report
Learn about permitted activities of registered representatives
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IA
B
Registered with this firm since 9/1/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 12/17/2015 - 09/01/2023 | BOISE, ID | |
IA | 12/17/2015 - 05/19/2020 | BOISE, ID | |
IA | 12/05/2005 - 12/28/2015 | SAN LUIS OBISPO, CA | |
B | 12/05/2005 - 12/28/2015 | SAN LUIS OBISPO, CA | |
IA | 07/20/2000 - 12/06/2005 | PEORIA, AZ | |
B | 06/28/2000 - 12/06/2005 | OVERLAND PARK, KS |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.