Donald Purtill (CRD# 4897042) is an Investment Advisor Representative working at Purtill Financial LLC in Highland Heights, OH and has over 19 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purtill Financial LLC | Highland Heights, OH | Dec 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2004 |
- FL
- OH
-
Total Assets Under Management166MILLIONS
-
Total Number of Accounts590ACCOUNTS
-
Average Account Value$282,185
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, OH, TX
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