TP
TP

Todd Robert Purring

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
307 clients
Average Client Portfolio
$622K average
Assets Under Management
$191.0M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

3655 Route 202, Suite 100, Doylestown, PA, 18902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Todd works as an advisory representative for Kohlhepp Investment Advisors, dedicating full-time hours to this role. He is also an independent insurance agent for various companies, spending minimal time on this activity, and coaches youth athletics a few hours per week.

Employment History
Current Registrations
Kohlhepp Investment Advisors, LTD.
March 2014 - Present · 11 yrs 11 mos
Cambridge Investment Research, INC.Broker
March 2014 - Present · 11 yrs 11 mos
Cambridge Investment Research, INC.
March 2014 - Present · 11 yrs 11 mos
Previous Registrations
Lincoln Investment Planning, INC
November 2010 - March 2014 · 3 yrs 4 mos
Lincoln InvestmentBroker
May 2010 - March 2014 · 3 yrs 10 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.