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Purtill Financial LLC Employee Directory

Investment ManagementOhio, United States2-10 Employees

Purtill Financial LLC operates in the investment management industry and is based in Highland Heights, Ohio. The firm is described as a small team, focusing on delivering investment management services within its region. Its public-facing disclosures note that social media profiles are informational in nature and not an offer to sell or a solicitation to buy securities. The company emphasizes that content should not be used in isolation for investment, tax, or legal decisions.

The disclosures also point out that third party posts may not reflect the views or opinions of Purtill Financial or its affiliates and that such posts have not been reviewed for completeness or accuracy. They reserve the right to process, retain, and monitor electronic communications, to the extent permitted by applicable law, including personally identifiable information.

Find Purtill Financial LLC employees' phone numbers or email addresses

Purtill Financial LLC Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Purtill Financial LLC's Leadership

  • President at Purtill Financial LLC
    D. P.
    President
    Mobile Phone
  • Controller And Investment Advisor at Purtill Financial LLC
    C. P.
    Controller And Investment Advisor
    Mobile Phone
  • Office Manager at Purtill Financial LLC
    J. M.
    Office Manager
    Mobile Phone
  • Investment Advisor Representative at Purtill Financial LLC
    T. G.
    Investment Advisor Representative
    Mobile Phone
  • Certified Financial Planner™ Professional - Cfp® at Purtill Financial LLC
    M. P.
    Certified Financial Planner™ Professional - Cfp®
    Mobile Phone

Purtill Financial LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Purtill Financial LLC

Name
Title
Contact
Location
Last Update
  • President at Purtill Financial LLC
    D. P.
    President
    Mobile Phone
    United States, Ohio
    Jun 04, 2025
  • Controller And Investment Advisor at Purtill Financial LLC
    C. P.
    Controller And Investment Advisor
    Mobile Phone
    United States, Ohio
    Apr 20, 2025
  • Office Manager at Purtill Financial LLC
    J. M.
    Office Manager
    Mobile Phone
    United States, Ohio
    May 29, 2025
  • Investment Advisor Representative at Purtill Financial LLC
    T. G.
    Investment Advisor Representative
    Mobile Phone
    United States, Ohio
    May 28, 2025
  • Certified Financial Planner™ Professional - Cfp® at Purtill Financial LLC
    M. P.
    Certified Financial Planner™ Professional - Cfp®
    Mobile Phone
    United States, Ohio
    Oct 22, 2024

Frequently Asked Questions

What is Purtill Financial LLC known for?

Minus sign iconPlus sign iconPurtill Financial LLC was founded in 2004 and operates in the Investment Management industry. You can contact Purtill Financial LLC's main corporate office by phone at
+1-440-449-****
. Explore Purtill Financial LLC's company overview page for more information.

What is Purtill Financial LLC's most common email format?

Minus sign iconPlus sign iconPurtill Financial LLC employees' email format typically follows the pattern of First@purtillfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Purtill Financial LLC email formats with LeadIQ.

How many employees does Purtill Financial LLC have currently?

Minus sign iconPlus sign iconPurtill Financial LLC has approximately 6 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Purtill Financial LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Purtill Financial LLC's key employees include:

  • President: D. P.
  • Controller And Investment Advisor: C. P.
  • Office Manager: J. M.
  • Investment Advisor Representative: T. G.
  • Certified Financial Planner™ Professional - Cfp®: M. P.

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