Alex Wayne Purcell

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → Present
  D.A. Davidson & Co.
  Idaho Falls, ID

Other Businesses

1) EAST IDAHO FALLS ROTARY CLUB; NON-INVESTMENT RELATED; IDAHO FALLS, ID; NON-PROFIT; PRESIDENT; START 7/1/23; 5 HRS/WK DURING SECURITIES TRADING HOURS; BOARD MEMBER. 2) IDAHO FALLS YOUTH ARTS CENTER; NON-INVESTMENT RELATED; IDAHO FALLS, ID; NON-PROFIT; BOARD MEMBER; START 1/15/25; 2 HR/WK; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I WILL ATTEND BOARD MEETINGS AND VOTE ON VARIOUS PROJECTS. 3) IDAHO FALLS SCHOOL DISTRICT 91; NON-INVESTMENT RELATED; IDAHO FALLS, ID; MUNICIPALITY; ASSISTANT WRESTLING COACH; START 11/12/25; 40 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-02

Designations

• Certified Financial Planner