Profiel
Mr. William R.
Purdy is a Wealth Manager at NVWM LLC.
Also, he is the head trader for Ventura Wealth Management, implementing the strategies for the multiple risk profiles that are customized by the firm.
Keeping the clients as the primary focus, Mr. Purdy custom tailors portfolios to meet individual’s short and long-term goals.
He is graduate of James Madison University, earning a Bachelor of Business Administration in management, with concentrations in technology, innovation, and entrepreneurship.
Actieve functies van Bill Purdy
| Bedrijven | Functie | Begin |
|---|---|---|
NVWM LLC
 NVWM LLC Investment ManagersFinance NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k). | Trading-Equity | 01-12-2015 |
Opleiding van Bill Purdy
| James Madison University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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NVWM LLC
NVWM LLC Investment ManagersFinance NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k). | Finance |
