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Joshua Kyle Purdy

McClarren Financial Advisors

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About Joshua Kyle Purdy

Joshua Kyle Purdy is an investment advisor representative with McClarren Financial Advisors, a registered investment advisor with offices in State College, PA. Joshua has been with the firm since April 2019. Joshua is also a Certified Financial Planner. Joshua Purdy specializes in financial planning and portfolio management for individuals.

Firm Information

Joshua Purdy is currently registered with McClarren Financial Advisors. McClarren Financial Advisors is a registered investment advisor based in STATE COLLEGE, PA. The firm has 2 licensed agents and 7 investment adviser representatives, managing approximately $417,424,103 in client assets. They primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm offers financial planning and portfolio management services for individuals.
McClarren Financial Advisors

1364 SOUTH ATHERTON STREET

STATE COLLEGE, PA 16801

$417.42M

Assets Under Management

Not reported

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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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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Joshua Purdy’s Registration & Firm History

PA

05/22/2019 - Present

McClarren Financial Advisors (STATE COLLEGE PA)

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Licenses & Designations

IA

Issued 05/22/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Kyle Purdy.
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