Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Purcell, OK

Every SEC-registered investment adviser representative at a firm office in Purcell, with the firms that employ the most of them.

The short answer

6 registered advisors work in Purcell; the most are at Edward Jones (4). 2 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Purcell

FirmAdvisors in Purcell
Edward Jones news4
LPL Financial LLC news1
Strategic Advisers LLC1

Advisors in Purcell, A to Z

CFP advisors in Purcell →

Other cities in Oklahoma

All of Oklahoma →

Tulsa 799Oklahoma City 594Edmond 222Norman 83Bartlesville 49Broken Arrow 43Enid 36Stillwater 30Lawton 25Owasso 25Yukon 24Jenks 21Ponca City 20Midwest City 19Duncan 18Ardmore 15Bixby 15Shawnee 15Muskogee 14Claremore 13Tahlequah 13Durant 12Nichols Hills 11McAlester 10

Questions

How many financial advisors are in Purcell, OK?

6 investment adviser representatives are registered at firm offices in Purcell, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Purcell?

Edward Jones, with 4 registered advisors in Purcell, followed by LPL Financial LLC with 1.

How do I check a financial advisor in Purcell?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.