Purpose1st Financial
Firm details
- Headquarters
- ,
- CRD number
- 339089
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Purpose1st Financial is an individually owned limited liability company that combines insurance brokerage with fee-based advisory work. The firm offers financial planning and portfolio management for individuals and small businesses, and it supplements advisory services with published newsletters and educational seminars or workshops. Compensation is a mix of percentage-of-AUM fees and fixed fees. Purpose1st does not identify as an active ESG investor and is not registered as a multi-state adviser or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1
Makinley Cornley
Chief Compliance and Operating OfficerCRD 7550552
Contacts
1 of 1Jamelle Cornley
FounderCRD 8176098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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