Eulon F. Purvis

PURVIS INVESTMENTS

MARTINEZ, GA

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CRD#: 2187545

Professional summary

Eulon Francis Purvis JR., who also goes by Eulon Purvis, is a registered financial advisor currently at PURVIS INVESTMENTS, INC. located in Martinez, Georgia.

Eulon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Eulon has worked at 1 firm and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eulon Purvis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eulon Francis Purvis JR.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 25, 1996 - Present

PURVIS INVESTMENTS, INC.

RIA

CRD#: 124996

MARTINEZ, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(10/15/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/10/1991

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 3/13/1992

Non-Member General Securities Examination

Current Firm

PURVIS INVESTMENTS, INC.

PURVIS INVESTMENTS | PURVIS, EULON FRANCIS, JR. | PURVIS INVESTMENTS, INC.

CRD#: 124996 / SEC#:

Florida

Registered Investment Advisory firm - (11/18/2024 Terminated)

Georgia

Registered Investment Advisory firm - (4/10/1992 Approved)

South Carolina

Registered Investment Advisory firm - (11/4/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Martinez, GA

Mailing Address

Phone number

(706) 860-4846

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 867,212

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Eulon F. Purvis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eulon Francis Purvis JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

PURVIS INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/1991

Series 2

Date: 3/13/1992

Current Firm

PURVIS INVESTMENTS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PURVIS INVESTMENTS, INC.

TRUST BUT VERIFY

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