Eric Odelle Puckett
Investment adviser representative at Private Wealth Solutions, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$500MFirm assets
Are you Eric Odelle Puckett? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Kovack Securities, Inc.Jul 2026 to now
- Private Wealth Solutions, LLCMay 2020 to now
- Bel Air ChurchOct 2018 to May 2020
- New York LifeDec 2017 to May 2018
- Fuller SeminaryJul 2017 to Jul 2018
- The Movement ChurchDec 2012 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Private Wealth Solutions, LLC
$500MAssets managed
275Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6907079
- Firm CRD
- 289437