Brian Puckett
Oklahoma City, Oklahoma, 73134
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.
My Location
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
Visit Website - http://www.alignmywealth.com
Brian Puckett
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Brian Puckett
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Monthly Portfolio Commentary #constantcontact http://t.co/WfSRShB6
@jimtraber that's too funny. Most of them are probably "occupying" some street in Seattle and have nothing to do anyway.
At least the loser Seattle fans can watch a game just like old times, with someone other than the Sonics winning. #sonics #okcthunder
I wonder how many of those Seattle fans attended Sonics games. What's ur point? They should be in Seattle- last place and poor? #okcthunder