Matthew Shea Purvis

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2018 → 07/2022
  Sorrento Pacific Financial Llc
  New Albany, MS
• 10/2014 → 07/2022
  Bna Bank
  New Albany, MS
• 07/2022 → 12/2024
  Edward Jones
  St Louis, MO
• 12/2024 → Present
  Lpl Financial Llc
  New Albany, MS

Previous Registrations

• 2022-07-25 → 2024-12-24
  Edward Jones
  New Albany, MS
  St Louis, MO
  New Albany, MS
  New Albany, MS
• 2022-02-15 → 2022-07-18
  Sorrento Pacific Financial, Llc
  New Albany, MS
  New Albany, MS

Other Businesses

1- 12/2024 / Matthew Purvis / Non-Variable Insurance / Investment Related / 5 hrs mth / 1 hr during trading / New Albany, MS / Start date: 12/12/2024 2- 12/2024 / Purvis Investment Group, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 150 hrs mth / 6 hrs during trading / At reported business location(s) 3- 12/2024 / Purvis Holdings, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / New Albany, MS / Start date: 08/19/2019

Exams

• S66 Uniform Combined State Law Examination
  2022-02-09
• S63 Uniform Securities Agent State Law Examination
  2018-09-21

Other Names

• Matt Purvis
• Matthew S Purvis
• Matthew Shea Purvis