Alex Purcell is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Idaho Falls, ID, with 11 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
504 S Woodruff Ave, Idaho Falls, ID, 83401
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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.
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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.
D.A. Davidson & CO.Broker
State Registrations28 states
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