Steven Puckett
Steven Puckett is a registered investment advisor at Integrity Advisory Solutions, based in Dallas, TX, with 8 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
1445 Ross Ave Fl 55, Dallas, TX, 75202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is the owner of SJP Financial Services, LLC and co-owner of FedSmart Retirement, both involved in insurance product sales. He dedicates a significant amount of time to these activities, approximately 120 and 100 hours per month respectively, selling life insurance and annuities and educating federal employees.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Creativeone Securities, LLC
Fsg Financial Services, INC.
Client One Securities LLC
Client One Securities LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.