Clay Purvis
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered in
$252.3BFirm assets
26 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
13 years in the industry.
- Wells Fargo Advisors Financial Network, LLCFeb 2025 to now
- Vail ResortsDec 2024 to Dec 2024
- UnemployedAug 2024 to Dec 2024
- 724 Capital, LLCMar 2024 to Aug 2024
- Kct Credit Union/ministry Partners Securities, LLCOct 2022 to Aug 2024
- Parkland Securities LLCMay 2022 to Oct 2022
- Sigma Financial CorporationJun 2021 to Oct 2022
- Lowe'sFeb 2021 to Apr 2021
- Grow Bistro & CafeMay 2020 to Sep 2020
- Verde Capital ManagementJul 2019 to Sep 2019
- Charlie's Still On MainJun 2019 to Aug 2021
- Palate of MilfordJul 2018 to Jul 2019
- Coretek ServicesMay 2018 to Sep 2018
- Hope CollegeSep 2017 to May 2021
- Jacobson Marina ResortApr 2017 to Sep 2017
- Lakeland High SchoolSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7392727
- Firm CRD
- 11025