Joshua Purdy has been Advisor of McClarren Financial Advisors since January 2023, is not listed as a control person, but directly owns between 10% and 25% of the firm. Joshua Purdy holds a Bachelor of Science in Business Administration from Lock Haven University.
McClarren Financial Advisors, Inc. is a State College, PA firm with $453M under management, 267 clients and 8 advisers across 3 offices, as of its April 2026 filing.
Josh Purdy is Financial Advisor and Partner of McClarren Financial Advisors, Inc. He has been with the firm since early 2019 and serves as one of its financial advisors. Before joining the firm, he spent a few years in the insurance industry.
- McClarren Financial AdvisorsCurrent– present · 7 yearsState College, PA · Adviser representative · Firm CRD 122147
Professional designations
Listed by McClarren Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Joshua Purdy is registered as an investment adviser representative in Pennsylvania, since May 2019.
- PennsylvaniaSince 22 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 May 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua Kyle Purdy
- CRD
- 7097877
- Firm
- McClarren Financial Advisors · CRD 122147
- Role
- Advisor
- Office
- 270 WALKER DRIVE, #200, State College, PA 16801
- Registration
- Investment adviser registration
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcclarren.com
Where does Joshua Purdy work?
Joshua Purdy has been Advisor of McClarren Financial Advisors, Inc. since January 2023.
Is Joshua Purdy a financial advisor?
Yes. Joshua Purdy has a current investment-adviser registration in Pennsylvania, through McClarren Financial Advisors since May 2019.
How many years of experience does Joshua Purdy have?
Joshua Purdy has 7 years in the financial industry, since May 2019, across 1 adviser firm.
What exams has Joshua Purdy passed?
Joshua Purdy passed the Series 65 in May 2019.
Where is Joshua Purdy based?
Joshua Purdy’s registered office is in State College, PA.
Is Joshua Purdy registered with FINRA?
No. Joshua Purdy has no current broker registration.
Is Joshua Purdy a CFP?
McClarren Financial Advisors lists Joshua Purdy with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Joshua Purdy’s record?
Search CRD 7097877 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Purdy’s full registration record.
