Senior Financial Advisor · Kelman Lazarov Inc
Christopher J. Purcell
CRD 6325971 · Named on Form ADV at one SEC-registered adviser
At a glance
Kelman Lazarov Inc, an SEC-registered wealth manager based in Memphis, TN with $895 million in regulatory assets, lists Christopher J. Purcell on its Form ADV as Senior Financial Advisor.
Firms and roles
- Kelman Lazarov IncSenior Financial AdvisorWealth manager · Memphis, TN · $895M in regulatory assets
AtlasMembers
Christopher’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (8)
- Martin S. KelmanChairman, Kelman Lazarov Inc
- Ronald J. LazarovFounding Partner, Kelman Lazarov Inc
- Michael MunekataChief Compliance Officer, Kelman Lazarov Inc
- Keith F. SchmittPresident/director of Financial Planning, Kelman Lazarov Inc
- Andrew D BuzanTreasurer/chief Investment Officer, Kelman Lazarov Inc
3 more people named with Christopher on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.