Michael A. Puckett

RESOLUTE WEALTH STRATEGIES

Jackson, MS 39211

Some features on this profile are disabled

CRD#: 6568213

Professional summary

Michael A Puckett is a registered financial advisor currently at RESOLUTE WEALTH STRATEGIES, LLC located in Jackson, Mississippi.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 3 firms and has passed the Series 63, Series 86, SIE, Series 87, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LM Squared Property LLC 1437 Old Square Rd Ste 203 Jackson MS 39211 20% owner of property holding company Timeless Medial Aesthetics LLC 1437 Old Square Rd Ste 203 Jackson MS 39211 20% owner Medical Aesthetics company

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael A Puckett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 26, 2022 - Present

RESOLUTE WEALTH STRATEGIES, LLC

Office #1: 4400 Old Canton Road Suite 210, Jackson, MS 39211

RIA

CRD#: 318599

Jackson, MS

Past

March 27, 2018 - July 28, 2022

COKER & PALMER

CRD#: 29163

JACKSON, MS

Past

February 23, 2018 - July 28, 2022

COKER & PALMER

RIA

CRD#: 29163

JACKSON, MS

Past

December 21, 2015 - December 31, 2017

CAMELLIA GROUP, L.L.C.

RIA

CRD#: 281748

METAIRIE, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RESOLUTE WEALTH STRATEGIES, LLC

DCS INVESTMENT ADVISORY SERVICES, LLC | RESOLUTE WEALTH STRATEGIES, LLC

CRD#: 318599 / SEC#: 801-125835

RIA

Registered Investment Advisory firm - (6/9/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Mississippi
(7/26/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/6/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 86

Date: 6/19/2019

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 9/14/2018

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 3/26/2018

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 12/3/2015

National Commodity Futures Examination

Current Firm

RESOLUTE WEALTH STRATEGIES, LLC

DCS INVESTMENT ADVISORY SERVICES, LLC | RESOLUTE WEALTH STRATEGIES, LLC

CRD#: 318599 / SEC#: 801-125835

RIA

Registered Investment Advisory firm - (6/9/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4400 Old Canton Rd. Suite 210, Jackson, MS 39211

Mailing Address

Phone number

(601) 952-8850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RESOLUTE WEALTH STRATEGIES ADV PART 2A 4 2025 (4/22/2025)

Regulatory assets under management

Total Number of Accounts	584
AUM (Assets Under Management)	$ 316,112,978

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Rebecca Schneeberger

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Ridgeland, MS

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael A. Puckett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael A Puckett's CRS (Customer Relationship Summary).

Certified licenses

Experience

COKER & PALMER

COKER & PALMER

CAMELLIA GROUP, L.L.C.

Primary Firm SEC Registration

RESOLUTE WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/6/2018

Series 86

Date: 6/19/2019

SIE

Date: 10/1/2018

Series 87

Date: 9/14/2018

Series 7

Date: 3/26/2018

Series 3

Date: 12/3/2015

Current Firm

RESOLUTE WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RESOLUTE WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

Similar Advisors