Kevon Purnell
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2025 to now
- Charles Schwab Bank, SsbJul 2020 to Nov 2025
- Charles Schwab & Co., Inc.May 2018 to Nov 2025
- UnemployedMar 2018 to May 2018
- Liberty Source PbcAug 2017 to Mar 2018
- Anchor Financial GroupMay 2017 to Aug 2017
- StudentDec 2016 to May 2017
- Northwestern MutualMay 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 6651398
- Firm CRD
- 19616