Andrew Purmort is a registered investment advisor, based in Irvine, CA, with 24 years of industry experience.
Location
9870 Research Drive, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is an independent insurance agent for various independent insurance companies through Thorndike Wealth Management/Purmort Group, Inc. since 2006, dedicating minimal time. He is also an advisory representative of Cooper McManus, a registered investment advisor, and the President/Financial Advisor for Purmort Group, Inc., dedicating full-time hours to these investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cooper Mcmanus
Previous Registrations
Securities America, INC.Broker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Direct Capital Securities, INC.Broker
State Registrations6 states
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