Unclaimed Profile

Joshua Kyle Purdy

MCCLARREN FINANCIAL ADVISORS, INC.·STATE COLLEGE, Pennsylvania

Series 65Clean record7 years registeredMCCLARREN FINANCIAL ADVISORS, INC.

1364 SOUTH ATHERTON STREET, STATE COLLEGE, PA 16801CRD# 7097877Firm CRD# 122147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua Kyle Purdy · STATE COLLEGE, PA

Registration

CRD #7097877 · MCCLARREN FINANCIAL ADVISORS, INC. · 7 years registered

Brand Profile

Not yet started

Career History

MCCLARREN FINANCIAL ADVISORS

May 2019 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 22, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCCLARREN FINANCIAL ADVISORS, INC.

CRD 122147 · SEC 801-119274

AUM

$342M

Regulatory assets under management

Employees

2,005 client accounts

Services offered by MCCLARREN FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCCLARREN FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Joshua Kyle Purdy offer?

Joshua Kyle Purdy specializes in Financial Planning, Investment Management. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.

What are Joshua Kyle Purdy's credentials?

Joshua Kyle Purdy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Kyle Purdy located?

Joshua Kyle Purdy is based in STATE COLLEGE, Pennsylvania, working with MCCLARREN FINANCIAL ADVISORS, INC.. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.

How does Joshua Kyle Purdy charge for services?

Joshua Kyle Purdy's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCCLARREN FINANCIAL ADVISORS, INC.?

MCCLARREN FINANCIAL ADVISORS, INC. has approximately 9 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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