professional profile
Joshua Kyle Purdy, CFP
Overview
Joshua Kyle Purdy is an insurance agent and an investment adviser representative based in PA, with 9 years in the industry.
- Years in the industry
- 9
- States licensed
- 1
- States registered
- 1
- Carrier appointments
- 3
Contact
1 business email and 1 phone number on file
Registrations and licenses
- Licensed in 1 state
- Registered in 1 state
4 lines of authority, with every state and its dates
Firms
- Mcclarren Financial AdvisorsCurrent firm
Employment history since 2019
Carriers
3 active carrier appointments
Book and practice
Firm assets under management on file
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