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Eric Scott Purcell

Clayton Wealth Partners

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About Eric Scott Purcell

Eric Purcell is a financial advisor with Clayton Wealth Partners, registered with the state of Kansas as an Investment Advisor Representative and in Texas as an Investment Advisor Representative. Eric has been working in the financial industry since 2007 and is also a Certified Financial Planner. He is based in Topeka, Kansas. Eric has specializations in Fixed Income, Equity Securities, Derivatives, Mutual Funds, and Financial Planning. His firm, Clayton Wealth Partners, has a long history of helping clients achieve their financial goals through a variety of strategies, including financial planning, portfolio management, and educational seminars.

Firm Information

Eric Purcell is currently registered with Clayton Wealth Partners. Clayton Wealth Partners is an investment advisor headquartered in Topeka, KS. The firm provides financial planning, educational seminars, and portfolio management services for individuals, high-net-worth individuals, charitable organizations, and corporations. Clayton Wealth Partners manages approximately $695,617,687 in regulatory assets.
Clayton Wealth Partners

716 SOUTH KANSAS AVENUE

TOPEKA, KS 66603-3808

$695.62M

Assets Under Management

12

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Purcell’s Registration & Firm History

KS

01/02/2021 - Present

Clayton Wealth Partners (TOPEKA KS)

KS

02/08/2008 - 08/12/2015

SECURITY DISTRIBUTORS, INC. (TOPEKA KS)

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Licenses & Designations

IA

Issued 06/05/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/2015

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Scott Purcell.
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