Brian Puckett

Oklahoma City, Oklahoma, 73134
advisor

Member Since 2004

In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted advice, and paying too much in taxes, commissions, and fees. We solve these problems. Our passion is helping you make the most of your one financial life. At Align Wealth Management, we proudly go against the grain, delivering strictly fiduciary advice and simple and elegant investment solutions to a discerning group of individuals. We believe in straight talk, good old-fashioned common sense, intense research, hard work on your behalf,and complete transparency.
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 Background Information

  • Years of Financial Experience

    • 18

  • Certifications and Designations

    • CFP®
    • CPA
    • JD

  • Methods of Compensation

    • Financial Planning: Asset-based fee
    • Investment Services: Asset-based fee, Fixed fee

  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

  • Primary Custodian(s)

    • TD Ameritrade
    • Fidelity

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them quarterly
    • I review my clients' investment portfolios with them quarterly
 

  • Registration & Licensing

    • CRD/IARD Number: 2447457
    • Securities Registrations: None
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: Align Wealth Management
    • Broker/Dealer: None

  • Fiduciary Status

    • Acknowledged Fiduciary in advisory relationships

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies

  • Investment Products

    • None
 
Contact Brian
 
Visit Website - http://www.alignmywealth.com
Paladin Registry

Minimum Asset Requirement

  • $500,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Other

Professional Services

  • Planning
  • Investment Advice
  • Money Management

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