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Fox Purlee

Advisor at Cetera — Salem, IN

Updated today

Credentials

Series 63, Series 65

Experience

26 years

Location

Salem, IN 47167

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Fox Purlee is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been affiliated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory work, Purlee owns Fox Purlee Wealth Management, where he manages all business decisions, and is also involved in selling fixed insurance products and 529 savings plans. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and custodial relationships.

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) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Salem, IN

107 N Main St

Salem IN 47167

Advisors at this office

1

Most active in

Indiana · Texas

Work history

26 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2013 - Present • 13 years

El Segundo, CA

Disclosures

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

Business activities & affiliations

user avatar

Emily B

Series 66

Borden, IN

Robert Baird & Co.

Emily Blackman is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having over 14 years of industry experience across several firms, including Hilliard Lyons Trust Company and Lawrence E. Osterhage PSC. She is also involved in a family maple syrup business as a member of LM Sugarbush LLC, which produces and distributes pure maple syrup products. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with financial planning, portfolio management, and brokerage services. The firm employs a mix of manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and strategic partnerships.

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 with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his advisory role, he owns and operates Bush Family Farms in Scottsburg, IN, where he is involved in feeding cattle and assisting with planting and harvesting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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