Carly Ann Purtill
Investment adviser representative at Purtill Financial LLC
12 yearsExperience
2 statesRegistered in
PFSDesignation
$207.1MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Purtill Financial LLCFeb 2014 to now
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Purtill Financial LLC
$207.1MAssets managed
163Clients
3Advisers
8 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
- 6343491
- Firm CRD
- 133764