A complete list of active advisors currently associated with Purpose Comprehensive Wealth Management, LLC
Warmer can help you find a great advisor at Purpose Comprehensive Wealth Management, LLC or one who fits your needs even better.
Purpose Comprehensive Wealth Management LLC provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients through discretionary and non‑discretionary managed accounts. The firm reports $131 million in discretionary assets under management, with a team of seven investment advisory representatives serving its client base. The firm tailors investment advice to client objectives and risk tolerances and uses a mix of approaches including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases. PCWM manages client assets through managed account programs, emphasizes ongoing suitability reviews, and the brochure notes potential tax and derivative‑related risks from underlying funds used in client portfolios. Compared with many peer team firms, PCWM reports serving other investment‑adviser clients and indicates separately managed accounts may employ derivatives—two client‑service and strategy features that are relatively uncommon among similar firms. The brochure also discloses that some IARs maintain dual roles as registered representatives and independent insurance agents and may effect commissionable securities sales through an affiliated broker, a practice the firm describes and discloses as a potential conflict of interest.
To learn more about the advisors currently working at Purpose Comprehensive Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Weddington, NC
| 10
| |
Charlotte, NC
| 19
|
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