Eric S. Purcell
CLAYTON WEALTH PARTNERS
Topeka, KS 66603-3808
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CRD#: 5401555
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.
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.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
College/Education Planning
Corporate Executives
High Net Worth Client Needs
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Scott Purcell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
June 5, 2017 - Present
CLAYTON WEALTH PARTNERS
Office #1: 716 South Kansas Avenue, Topeka, KS 66603-3808RIA
CRD#: 105898
Topeka, KS
Past
February 8, 2008 - August 12, 2015
SECURITY DISTRIBUTORS
BD
CRD#: 3336
TOPEKA, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CLAYTON WEALTH PARTNERS
CLAYTON FINANCIAL SERVICES INC | CLAYTON WEALTH PARTNERS
CRD#: 105898 / SEC#: 801-17344
RIA
Registered Investment Advisory firm - (7/1/1982 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(6/5/2017)
IAR
Texas(1/2/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CLAYTON WEALTH PARTNERS
CLAYTON FINANCIAL SERVICES INC | CLAYTON WEALTH PARTNERS
CRD#: 105898 / SEC#: 801-17344
RIA
Registered Investment Advisory firm - (7/1/1982 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
716 South Kansas Avenue, Topeka, KS 66603-3808
Mailing Address
Phone number
(785) 232-3266
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,817 |
| AUM (Assets Under Management) | $ 810,559,576 |
Red Flags
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Company Information
CLAYTON WEALTH PARTNERS
CRD#: 105898Topeka, KS 66603-3808TRUST BUT VERIFY
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