Matthew Puflea
Matthew Puflea is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Solon, OH, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
33505 Solon Road, Solon, OH, 44139
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the owner/proprietor of Solon Road Partners LLC, a real estate brokerage/agent or development company, since 2012. The LLC holds a building from which his practice operates, and the practice pays rent to the LLC, requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations29 states
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