Christopher Puckett (CRD# 7698817) is an Investment Advisor Representative working at The Financial Advisory Group, LLC in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
The Financial Advisory Group | Houston, TX | Jan 2023 - Current | 1 |
Louisiana State University | Baton Rouge, LA | Aug 2021 - Dec 2022 | 1 |
Louisiana State University | Baton Rouge, LA | Aug 2021 - Dec 2022 | 1 |
The Financial Advisory Group | Houston, TX | May 2022 - Aug 2022 | < 1 |
Mississippi State University | Starkville, MS | Aug 2017 - May 2021 | 3 |
Cherry Hills Country Club | Denver, CO | May 2019 - Aug 2019 | < 1 |
Alpine Camp For Boys | Mentone, AL | May 2018 - Aug 2018 | < 1 |
Jackson Preparatory School | Flowood, MS | Aug 2012 - May 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- TX
-
Total Assets Under Management1,238MILLIONS
-
Total Number of Accounts2,434ACCOUNTS
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Average Account Value$508,674
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AR, CA, CO, FL, LA, MA, NE, NY, OK, PA, TX, VA
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