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Eulon Purvis Jr.

Advisor at Purvis Investments, Inc.

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Purvis Investments, Inc. logo

Firm

Purvis Investments, Inc.

Location

Martinez, GA

Credentials

Series 65

Industry experience

29 years

About

Eulon Purvis is the sole advisor at Purvis Investments, Inc. in Martinez, GA, holding a Series 65 designation with 29 years of industry experience. He has led Purvis Investments since 1995. Purvis Investments provides personalized investment advisory services primarily to individual clients, focusing on discretionary portfolio management and a proprietary market timing system. The firm emphasizes technical analysis and uses selected mutual funds as the main investment vehicles, applying short-term trading tactics when appropriate.

Client services

Based on Purvis Investments, Inc.

Portfolio management Market timing

Expertise

Based on Purvis Investments, Inc.

Passive / index investing

Fee options

Fixed

$20 per month subscription fee for market timing service if assets under management are less than $25,000; market timing service free for clients with more than $25,000 AUM

Percentage

$0 - $100,000: 2% annually $100,000 - $500,000: 1.5% annually $500,000+: 1% annually

Other

Account minimum: $15,000

Location

Martinez, GA

Most active in

Georgia

Work history

Purvis Investments

1995 - Present (31 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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