Christopher John Purcell
Investment adviser representative at Kelman Lazarov Inc
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$894.6MFirm 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
12 years in the industry.
- Kelman-lazarov, Inc.Jan 2019 to now
- Mutual Securities, Inc.Jan 2019 to Sep 2024
- Minnesota Life InsuranceJun 2014 to Dec 2018
- Securian Financial Services IncJun 2014 to Dec 2018
- Shoemaker FinancialJun 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Kelman Lazarov Inc
$894.6MAssets managed
579Clients
13Advisers
32 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
- 6325971
- Firm CRD
- 107727