Osaic Wealth
45yrs
Top advisor by experience in North Palm Beach
5yrs
Mark Purcell
Financial advisor at Certuity
Mark Purcell has worked in the financial industry for 5 years and is a fiduciary financial advisor based in North Palm Beach, Florida. Mark joined Certuity in 2025, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and performance-based fees.
One of 70 advisors with offices in North Palm Beach, and one of 68 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office1295 US Highway One Third Floor, North Palm Beach, FL 33408
FirmCertuity
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$5.22 million
Advisors at the firm24
States licensed ?1 state
Services through Certuity
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2025 – nowCertuity, LLCCurrent firm
Contact Mark
(561) 693-3255Certuity main office 1295 US Highway One Third FloorNorth Palm Beach, FL 33408Office · Get directions Firm websitecertuity.com
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Certuity at (561) 693-3255 and ask for Mark Purcell. Mark works from the North Palm Beach, FL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Mark hold?
Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Certuity reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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