Align Wealth Management, LLC

Align Wealth Management, LLC (CRD# 131482) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $215,800,000 in 790 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $273,165
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OK, TX

Financial Advisors at Align Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William B. Puckett
CRD#: 2447457
13921 Quail Pointe Drive, Oklahoma City, OK 73134
96
Wealthminder
score

William Puckett (CRD# 2447457) is an Investment Advisor Representative working at Align Wealth Management, LLC in Oklahoma City, OK and has over 22 years of experience in the finance industry. William Puckett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dennis S. Packard
CRD#: 2898775
9400 North Broadway, Suite 540, Oklahoma City, OK 73114
93
Wealthminder
score

Dennis Packard (CRD# 2898775) is an Investment Advisor Representative working at Align Wealth Management, LLC in Oklahoma City, OK and has over 17 years of experience in the finance industry.

3
Laura L. Payne
CRD#: 6544914
13921 Quail Pointe Drive, Oklahoma City, OK 73134
90
Wealthminder
score

Laura Payne (CRD# 6544914) is an Investment Advisor Representative working at Align Wealth Management, LLC in Oklahoma City, OK and has 1 year of experience in the finance industry. Laura Payne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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