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Fox Purlee

Advisor at Cetera

Updated today

Location

Salem, IN 47167

Credentials

Series 63, Series 65

Industry experience

25 years

About

Fox Purlee is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Cetera and its affiliates since 2013 and is the owner of Fox Purlee Wealth Management. In addition to his advisory role, he sells life insurance, annuities, and long-term care products, and represents 529 savings plans. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, fiduciary, and retirement solutions, utilizing both advisor-managed and model portfolio approaches.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

107 N Main St

Salem, IN 47167

Most active in

Indiana · Texas

Work history

Cetera

2023 - Present (3 years)

Cetera Wealth Services, LLC

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Emily B

Series 66

Borden, IN

Robert Baird & Co.

Emily Blackman is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has previously worked at Baird Trust Company, Hilliard Lyons Trust Company, and Lawrence E. Osterhage PSC. Outside of her advisory role, she is involved in a family-owned business producing and distributing pure maple syrup. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and charitable organizations. The group offers customized consulting and portfolio services, combining in-house and third-party managers to implement varied investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner

Lana S

Series 66

Salem, IN

Edward Jones

Lana Sullivan is a Series 66 licensed financial advisor at Edward Jones with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she co-owns a concrete floor coating business in Salem, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Religious/faith focused

Matthew H

Series 66

Salem, IN

Edward Jones

Matthew Hudson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. In addition, he has served as an independent contractor with Aflac since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets, supported by a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Brock B

Series 66

Salem, IN

Edward Jones

Brock Bush is a financial advisor at Edward Jones in Salem, IN, holding a Series 66 designation with nine years of industry experience. Before joining Edward Jones in 2017, he worked at Dow AgroSciences for one year. Outside of his advisory role, he owns and operates Bush Family Farms in Scottsburg, IN, where he manages cattle feeding and assists with seasonal crop activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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