Joshua Kyle Purdy
Investment adviser representative at Mcclarren Financial Advisors
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$453MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Mcclarren Financial AdvisorsApr 2019 to now
- State FarmJun 2017 to Apr 2019
- Pennsylvania Army National GuardAug 2011 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mcclarren Financial Advisors
Legal name: Mcclarren Financial Advisors, Inc.
$453MAssets managed
267Clients
8Advisers
6 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
- 7097877
- Firm CRD
- 122147