AP
CFP
AP
CFP

Alex Wayne Purcell

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

504 S Woodruff Ave, Idaho Falls, ID, 83401

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alex is the president of the East Idaho Falls Rotary Club and a board member of the Idaho Falls Youth Arts Center. These activities are not investment-related and take a few hours per week.

Employment History
Current Registrations
D.A. Davidson & CO.
March 2015 - Present · 10 yrs 11 mos
D.A. Davidson & CO.Broker
January 2015 - Present · 11 yrs 1 mo
State Registrations29 states
AKALAZCACOFLGAHIIDKYMDMIMNMOMTNENMNVNYOKORPATXUTVAWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.