Christopher Purcell has been Senior Financial of Kelman Lazarov since December 2018, is not listed as a control person, but directly owns under 5% of the firm. Christopher Purcell holds a B.A. from Louisiana State University.
Kelman Lazarov Inc is a Memphis, TN firm with $895M under management, 579 clients and 13 advisers in one office, as of its March 2026 filing.
Chris Purcell is Senior Financial Advisor of Kelman-Lazarov, based in Memphis. He listens to clients to understand their goals and crafts custom-tailored plans for individuals, families and businesses. He joined Kelman-Lazarov in 2018 after several years with another firm where he specialized in financial planning for medical professionals.
Christopher Purcell’s longest registration is the current one, 7 years at Kelman Lazarov since 2019. Before joining Kelman Lazarov in 2019, Christopher Purcell was registered through Securian Financial Services, Inc.
- Securian Financial Services, Inc.– · 4 yearsGermantown, TN · Adviser representative · Firm CRD 15296
Investment adviser representative registrations
Christopher Purcell is registered as an investment adviser representative in 2 states. Each was approved in January 2019.
- TennesseeSince 14 January 2019
- TexasSince 3 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 August 2014 |
| Series 7 | General Securities Representative Examination | 5 July 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher John Purcell
- CRD
- 6325971
- Firm
- Kelman Lazarov · CRD 107727
- Role
- Senior Financial
- Office
- 5100 POPLAR AVE, STE 2805, Memphis, TN 38137-2805
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kelman-lazarov.com
Where does Christopher Purcell work?
Christopher Purcell has been Senior Financial of Kelman Lazarov Inc since December 2018.
Is Christopher Purcell a financial advisor?
Yes. Christopher Purcell has a current investment-adviser registration in Tennessee and Texas, through Kelman Lazarov since January 2019.
How many years of experience does Christopher Purcell have?
Christopher Purcell has 12 years in the financial industry, since July 2014, across 2 adviser firms.
What exams has Christopher Purcell passed?
Christopher Purcell has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2014. FINRA credited Christopher Purcell with the SIE, which began in October 2018.
Where did Christopher Purcell work before Kelman Lazarov?
Before Kelman Lazarov, Christopher Purcell was registered through Securian Financial Services, Inc., September 2014 to December 2018.
Where is Christopher Purcell based?
Christopher Purcell’s registered office is in Memphis, TN.
Is Christopher Purcell registered with FINRA?
No. Christopher Purcell has no current broker registration.
How can I verify Christopher Purcell’s record?
Search CRD 6325971 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Purcell’s full registration record.
Keith SchmittPresident/Director of Financial Planning- Michael MunekataChief Compliance Officer
Andrew BuzanTreasurer/Chief Investment Officer
April LowerySenior Financial Advisor
Patrick O'HearnSecretary/Senior Financial Advisor
Martin KelmanChairman- Ronald LazarovFounding Partner
Jacob SamuelsSenior Portfolio Manager