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Tina Roberts Purvis

Hollingsworth Avent Averre & Purvis, Pa

Raleigh, NC

CRD 5269321

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Employer firm

Hollingsworth Avent Averre & Purvis, Pa CRD 118943

$177M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Hollingsworth Avent Averre & Purvis, Pa

300 W. Millbrook Road, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2007-08-17
  • NC RA
    APPROVED
    Since 2007-08-17

Branch Locations

300 W. Millbrook Road, Raleigh, NC 27609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hollingsworth Avent Averre & Purvis, P.A. Raleigh NC 01/2001 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-23
  • S65 Uniform Investment Adviser Law Examination
    2007-07-23
Other Names
  • Tina Carroll Roberts

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

More in Raleigh, NC

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