Todd Purring has been Advisor & Chief Compliance Officer of Kohlhepp Investment Advisors since March 2026, is not listed as a control person, but directly owns under 5% of the firm. Todd Purring holds a Bachelor of Science in Business Administration from West Chester University and a Certificate in Accounting from Delaware Valley University.
Kohlhepp Investment Advisors, LTD. is a Doylestown, PA firm with $205M under management, 201 clients and 3 advisers in one office, as of its March 2026 filing.
Todd Purring is Advisor of Kohlhepp Investment Advisors, Ltd., based in Doylestown, Pennsylvania. He joined the firm in March 2014 and previously worked at Lincoln Investment Planning.
Todd Purring’s longest registration is the current one, 12 years at Kohlhepp Investment Advisors since 2014. Before joining Kohlhepp Investment Advisors in 2014, Todd Purring was registered through Lincoln Investment Planning, Inc.
- – present · 12 yearsDoylestown, PA · Adviser representative · Firm CRD 113989
- Lincoln Investment Planning, Inc– · 3 yearsWyncote, PA · Adviser representative · Firm CRD 519
Investment adviser representative registrations
Todd Purring is registered as an investment adviser representative in Pennsylvania, since March 2014.
- PennsylvaniaSince 7 March 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 12 March 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 August 2010 |
| Series 7 | General Securities Representative Examination | 29 April 2010 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Todd Robert Purring
- CRD
- 5267806
- Firm
- Kohlhepp Investment Advisors · CRD 113989
- Role
- Advisor & Chief Compliance Officer
- Office
- 3655 ROUTE 202, SUITE 100, Doylestown, PA 18902
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- kohlheppadvisors.com
Where does Todd Purring work?
Todd Purring has been Advisor & Chief Compliance Officer of Kohlhepp Investment Advisors, LTD. since March 2026.
Is Todd Purring a financial advisor?
Yes. Todd Purring has a current investment-adviser registration in Pennsylvania, through Kohlhepp Investment Advisors since March 2014.
How many years of experience does Todd Purring have?
Todd Purring has 16 years in the financial industry, since May 2010, across 2 adviser firms.
What exams has Todd Purring passed?
Todd Purring has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in April 2010. FINRA credited Todd Purring with the SIE, which began in October 2018.
Where did Todd Purring work before Kohlhepp Investment Advisors?
Before Kohlhepp Investment Advisors, Todd Purring was registered through Lincoln Investment Planning, Inc, November 2010 to March 2014.
Where is Todd Purring based?
Todd Purring’s registered office is in Doylestown, PA.
Is Todd Purring registered with FINRA?
Yes. Todd Purring has a current broker registration, under CRD 5267806.
Source: FINRA BrokerCheck
How can I verify Todd Purring’s record?
Search CRD 5267806 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Todd Purring’s full registration record.
