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Athena Marie Purdon

GREAT AMERICAN ADVISORS, INC.·CINCINNATI, Ohio
SIE, Series 7, Series 27, Series 66, Series 99TOClean recordGREAT AMERICAN ADVISORS, INC.
GREAT AMERICAN TOWER, CINCINNATI, OH 45202CRD# 3262378Firm CRD# 36451

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Athena Marie Purdon · CINCINNATI, OH
Registration
CRD #3262378 · GREAT AMERICAN ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 66
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GREAT AMERICAN ADVISORS, INC.
CRD 36451 · SEC 801-68927
AUM
$21M
Regulatory assets under management
Employees
6
16 client accounts
Services offered by GREAT AMERICAN ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at GREAT AMERICAN ADVISORS, INC. →
Introduction

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04

Frequently Asked Questions

What services does Athena Marie Purdon offer?
Athena Marie Purdon specializes in Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Athena Marie Purdon's credentials?
Athena Marie Purdon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Athena Marie Purdon located?
Athena Marie Purdon is based in CINCINNATI, Ohio, working with GREAT AMERICAN ADVISORS, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Athena Marie Purdon charge for services?
Athena Marie Purdon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT AMERICAN ADVISORS, INC.?
GREAT AMERICAN ADVISORS, INC. has approximately 6 employees and manages $21M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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