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Alex P

CFP®, Series 66

Idaho Falls, ID

D.A. Davidson & Co.

Alex Purcell is a CFP® with 11 years of experience in the financial industry, currently serving at D.A. Davidson & Co. since 2014. He holds Series 66 registration and is based in Idaho Falls, ID. Outside of his advisory role, Purcell is involved in community service as president of the East Idaho Falls Rotary Club and serves on the boards of the Idaho Falls Youth Arts Center and as an assistant wrestling coach for Idaho Falls School District 91. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers comprehensive financial planning, retirement plan advisory, and specialized wealth management programs.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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