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Michael Dillard Puckett

CFG WEALTH MANAGEMENT SERVICES INC·INDIANAPOLIS, Indiana
Unclaimed Profile
9840 WESTPOINT DRIVE, INDIANAPOLIS, IN 46256CRD# 1022606Firm CRD# 108351
01

About

Michael Dillard Puckett is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with CFG WEALTH MANAGEMENT SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CFG WEALTH MANAGEMENT SERVICES INC
CFG WEALTH MANAGEMENT SERVICES INC
AUM
$65M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CFG WEALTH MANAGEMENT SERVICES INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1022606
Firm CRD# 108351
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Dillard Puckett offer?
Michael Dillard Puckett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Michael Dillard Puckett's credentials?
Michael Dillard Puckett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Dillard Puckett located?
Michael Dillard Puckett is based in INDIANAPOLIS, Indiana, working with CFG WEALTH MANAGEMENT SERVICES INC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Michael Dillard Puckett charge for services?
Michael Dillard Puckett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CFG WEALTH MANAGEMENT SERVICES INC?
CFG WEALTH MANAGEMENT SERVICES INC has approximately 1 employees and manages $65M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
CARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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