MD
Michael Dillard Puckett
CRD 1022606
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Cfg Wealth Management Services Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cfg Wealth Management Services Inc
President, Chief Executive Officer · 75% or more · Mar 2012
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗