Loren Lamar Purvis
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
38 yearsExperience
1 stateRegistered in
PFSDesignation
$138.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
38 years in the industry.
- Cambridge Investment Research Advisors, Inc.Sep 2021 to now
- Cambridge Investment Research, Inc.Sep 2021 to now
- L Lamar Purvis, Jr, CpaApr 2017 to now
- Cetera Investment Advisers LLCSep 2004 to Sep 2021
- Cetera Financial Specialists LLCJun 2000 to Sep 2021
- L.lamar Purvis Jr., Pc, CpaJan 1988 to Apr 2017
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3130816
- Firm CRD
- 134139