Purtill Financial LLC

Purtill Financial LLC (CRD# 133764) is a financial advisory firm headquartered in Highland Heights, OH. They manage $82,538,108 in 578 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    578
    ACCOUNTS
  • Average Account Value
    $142,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Purtill Financial LLC
Showing 1 - 4 of 4 top financial advisors.
1
Thomas P. Geraci
CRD#: 5496686
22 Alpha Park, Highland Heights, OH 44143
93
Wealthminder
score

Thomas Geraci (CRD# 5496686) is an Investment Advisor Representative working at Purtill Financial LLC in Highland Heights, OH and has over 8 years of experience in the finance industry.

2
Donald L. Purtill
CRD#: 4897042
22 Alpha Park, Highland Heights, OH 44143
93
Wealthminder
score

Donald Purtill (CRD# 4897042) is an Investment Advisor Representative working at Purtill Financial LLC in Highland Heights, OH and has over 12 years of experience in the finance industry.

3
Michael D. Purtill
CRD#: 5823688
22 Alpha Park, Highland Heights, OH 44143
93
Wealthminder
score

Michael Purtill (CRD# 5823688) is an Investment Advisor Representative working at Purtill Financial LLC in Highland Heights, OH and has over 6 years of experience in the finance industry. Michael Purtill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Carly A. Purtill
CRD#: 6343491
22 Alpha Park, Highland Heights, OH 44143
88
Wealthminder
score

Carly Purtill (CRD# 6343491) is an Investment Advisor Representative working at Purtill Financial LLC in Highland Heights, OH and has over 2 years of experience in the finance industry.

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