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Christopher Todd Puckett

Investment adviser representative at Wealth Enhancement Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
$122.2BFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Wealth Enhancement Advisory Services, LLCJun 2024 to now
  2. Wealth Enhancement GroupJun 2024 to now
  3. The Financial Advisory GroupJan 2023 to May 2024
  4. The Financial Advisory GroupMay 2022 to Aug 2022
  5. Louisiana State UniversityAug 2021 to Dec 2022
  6. Cherry Hills Country ClubMay 2019 to Aug 2019
  7. Alpine Camp for BoysMay 2018 to Aug 2018
  8. Mississippi State UniversityAug 2017 to May 2021
  9. Jackson Preparatory SchoolAug 2012 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (TX).

Wealth Enhancement Advisory Services, LLC

$122.2BAssets managed
85,001Clients
1,002Advisers
24 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
7698817
Firm CRD
116407
Advisor's SEC record (opens in a new tab)
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