Eric Scott Purcell
CFP®Professional Summary
Eric Scott Purcell, CFP® is a registered financial advisor currently at CLAYTON WEALTH PARTNERS located in Topeka, Kansas. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Eric has worked at 2 firms and has passed the Series 65, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Financial Planning
- Education Funding
- Tax Planning
Biography
Eric lives in Topeka with his wife, Suqueen. In his free time, he enjoys coaching and playing soccer, relaxing with yardwork, and enjoying all the best that Topeka has to offer. He also makes a biennial trip with his wife to visit her home city of Shanghai in China.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
CLAYTON FINANCIAL SERVICES INC | CLAYTON WEALTH PARTNERS
Contact Information
Main Address
716 South Kansas Avenue, Topeka, KS 66603-3808Phone Number
(785) 232-3266# of Employees
14SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,876AUM (Assets Under Management)
$909,816,483Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CLAYTON FINANCIAL SERVICES INC | CLAYTON WEALTH PARTNERS
State Registrations and Notice Filings
(6/5/2017)
(1/2/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2008About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Eric Scott Purcell's CRS (Customer Relationship Summary).
Services Offered by Eric
- Retirement Planning
- Financial Planning
- Education Funding
- Tax Planning
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