AP
CFP

Alex Wayne Purcell

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

D.A. Davidson offers wrap fee programs where clients pay an annual fee based on the market value of assets in the client’s account for advisory and most trading execution services. The wrap fee covers investment advice, portfolio management, transaction execution, custody, account servicing, reporting, monitoring, rebalancing, and other services. It also covers fees paid to investment managers, the Davidson platform fee, and D.A. Davidson’s costs for administering the Program.

Areas of Practice
Investment Management
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Advisor Information

Office location

504 S Woodruff Ave, Idaho Falls, ID, 83401

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alex is the president of the East Idaho Falls Rotary Club and a board member of the Idaho Falls Youth Arts Center. These activities are not investment-related and take a few hours per week.

Employment History
Current Registrations
D.A. Davidson & CO.
March 2015 - Present · 10 yrs 10 mos
D.A. Davidson & CO. Broker
January 2015 - Present · 11 yrs
State Registrations29 states
AKALAZCACOFLGAHIIDKYMDMIMNMOMTNENMNVNYOKORPATXUTVAWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.