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CP

Clark Purdy

NORMAL, IL
Some features on this profile are disabled
CRD#: 7409853
CP
Clark Purdy

Professional summary

Clark Purdy, who also goes by Clark M Purdy, was a registered financial advisor .

Clark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Clark had worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Clark M Purdy

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 24, 2026 - Present

NORMAL, IL
Past

November 7, 2024 - June 18, 2026

MCBEATH FINANCIAL GROUP

RIA
CRD#: 167188
NORMAL, IL
Past

August 1, 2023 - November 7, 2024

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
BLOOMINGTON, IL
Past

December 6, 2022 - June 29, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BLOOMINGTON, IL
Past

July 13, 2022 - June 29, 2023

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BLOOMINGTON, IL

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
Illinois
(8/24/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/22/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/13/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/24/2022
Securities Industry Essentials Examination

Current firm

No current employment

Red Flags

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.

Company Information

No current employment

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