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Alex P

CFP®, Series 66

Idaho Falls, ID

D.A. DAVIDSON & Co.

Alex Purcell is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2014. He is involved in community activities, including serving as president of the East Idaho Falls Rotary Club and holding board positions with the Idaho Falls Youth Arts Center and participation as an assistant wrestling coach for Idaho Falls School District 91. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides comprehensive financial planning, retirement plan advisory services, and private wealth management.

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