Eric Scott Purcell
Investment adviser representative at Clayton Wealth Partners
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$909.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Clayton Wealth PartnersJun 2017 to now
- Clayton Financial Services, Inc.Mar 2016 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Clayton Wealth Partners
Legal name: Clayton Financial Services Inc
$909.8MAssets managed
753Clients
7Advisers
44 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5401555
- Firm CRD
- 105898