Puckett Financial Group Employee Directory

Financial ServicesMaryland, United States2-10 Employees

The independent financial advisors at Puckett Financial Group use a holistic perspective and take a personalized approach to financial planning. By understanding your specific needs and desires, our team is able to design a plan that aligns with your personal values and financial objectives. 
Our Certified Financial Planner™ Practinioners (CFP®) have been a part of the community for many years and have developed valuable professional alliances to assist you with integrating tax services or estate planning into your financial plan. Financial planning includes many elements that need to function together cohesively. An advantage to working with Puckett Financial Group is our ability to serve in tandem with other professionals to develop a well coordinated financial plan.

Securities offered through LPL Financial, Member SIPC www.sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.  For a list of states in which we are registered to do business, please visit www.PFGplanning.com

Find Puckett Financial Group employees' phone numbers or email addresses

Puckett Financial Group Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Puckett Financial Group's Leadership

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    S. S.
    Chief Executive Officer
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  • Stylized image of a person
    D. H.
    Founding Partner
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  • Stylized image of a person
    A. P.
    Lpl Financial Advisor
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  • Stylized image of a person
    P. S.
    Certified Financial Planner™ Professional (cfp®)
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  • Stylized image of a person
    J. P.
    Financial Advisor
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  • Stylized image of a person
    D. A. H.
    Lpl Financial Advisor
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    D. A.
    Service Specialist
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  • Stylized image of a person
    J. S.
    Financial Planner
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Puckett Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Support
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Puckett Financial Group

Name
Title
Contact Info
Location
Last Update
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    D. H.
    Founding Partner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    S. S.
    Chief Executive Officer
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    A. P.
    Lpl Financial Advisor
    Phone icon
    United StatesMaryland
    Feb 16, 2026
  • Stylized image of a person
    P. S.
    Certified Financial Planner™ Professional (cfp®)
    Phone icon
    United StatesMaryland
    Oct 20, 2025
  • Stylized image of a person
    J. P.
    Financial Advisor
    Phone icon
    United StatesMaryland
    Nov 15, 2025
  • Stylized image of a person
    D. A. H.
    Lpl Financial Advisor
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    United StatesMaryland
    Jun 05, 2025
  • Stylized image of a person
    D. A.
    Service Specialist
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. S.
    Financial Planner
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    UNITED STATES
    Mar 13, 2026
  • Stylized image of a person
    M. O.
    Assistant Commissioner
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    Oct 16, 2024
  • Stylized image of a person
    R. C.
    Customer Service Specialist
    Phone icon
    United StatesMaryland
    Mar 12, 2026

Frequently Asked Questions

What is Puckett Financial Group known for?

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Puckett Financial Group was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 20 Liberty Street Westminster, Maryland 21157 United States. Explore Puckett Financial Group's company overview page for more information.

What is Puckett Financial Group's most common email format?

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Puckett Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Puckett Financial Group email formats with LeadIQ.

How many employees does Puckett Financial Group have currently?

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Puckett Financial Group has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Puckett Financial Group's key employees and leadership?

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As of February 2026, Puckett Financial Group's key employees include:

  • Chief Executive Officer: S. S.
  • Founding Partner: D. H.
  • Lpl Financial Advisor: A. P.
  • Certified Financial Planner™ Professional (cfp®): P. S.
  • Financial Advisor: J. P.

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