Boise Wealth Management Team - AmeriFlex.com

To learn more about the professional history of our financial advisors, please visit

To learn more about the professional history of our financial advisors, please visit

Boise Wealth Management Teamameriflex2024-10-10T21:36:48+00:00

BOISE WEALTH MANAGEMENT TEAM

Contact Us Now

Address:
4696 W Overland Rd # 221
Boise, ID 83705
Phone:
Direct: (208) 598-9355
Direct: (650) 868-1361
Or have one of our representatives contact you.

MEET THE WEALTH MANAGEMENT TEAM

Lawrence Purcell, CFP®

California Insurance Lic: 0D02252

Financial Advisor

Professional Me
Real Me

Professional Me

Lawrence can be reached at:

Email: [email protected]
Direct Line: 650-868-1361

Lawrence Purcell has over 15 years’ experience in financial planning which includes income planning, retirement planning and risk minimization. He provides investors with implementation of customized financial solutions.

Mr. Purcell earned his Bachelor’s Degree from Pepperdine University in 1985. Some of his previous business experiences includes, food import & trading, grocery goods exporting, partnerships, water production and distribution, general manager and investor. Mr. Purcell currently holds FINRA Series 7 and 66 securities licenses including a California Life and Health Insurance license. He is also a CERTIFIED FINANCIAL PLANNER.

Real Me

Birthplace: Redwood City, California

Favorite childhood memory: 4th of July – parents let kids play with fireworks in those days!

Hobbies: Master swimming competitor, golf, sailing, body surfing, fishing, skiing, BBQ, United States Naval Sea Cadets Central Coast Division- Instructor, ELKS Lodge 322, History, Reading and activities with son, Nicholas.

Passions: Make it happen & be prepared.

Family life: My wife Lisa, son Nicholas and our dog Gunnar.

Favorite quotes: “I have been impressed with the urgency of doing. Knowing is not enough; we must apply. Being willing is not enough; we must do.” – Leonardo da Vinci

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

© Copyright 2018 – | AmeriFlex®. All Rights Reserved.

Securities offered through Osaic Wealth, Inc. member FINRA, SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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