Puritan Wealth Management Group

Puritan Wealth Management Group (CRD# 145056) is a financial advisory firm headquartered in Plano, TX. They manage $758,000 in 3 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $252,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

AZ, CA, IN, MS, PA, TN, TX

Financial Advisors at Puritan Wealth Management Group
Showing 1 - 10 of 12 top financial advisors.
1
John M. Andruska
CRD#: 860632
5085 W. Park Blvd. Ste 700, Plano, TX 75093
93
Wealthminder
score

John Andruska (CRD# 860632) is an Investment Advisor Representative working at Puritan Wealth Management Group in Plano, TX and has over 10 years of experience in the finance industry.

2
William P. Barrett
CRD#: 1932089
5085 W. Park Blvd. Ste 700, Plano, TX 75093
93
Wealthminder
score

William Barrett (CRD# 1932089) is an Investment Advisor Representative working at Puritan Wealth Management Group in Plano, TX and has over 29 years of experience in the finance industry.

3
Stuart S. Choy
CRD#: 5626973
Moraga, CA
93
Wealthminder
score

Stuart Choy (CRD# 5626973) is an Investment Advisor Representative working at Puritan Wealth Management Group in Moraga, CA and has over 9 years of experience in the finance industry.

4
Daniel R. French
CRD#: 4855886
5085 W. Park Blvd. Ste 700, Plano, TX 75093
93
Wealthminder
score

Daniel French (CRD# 4855886) is an Investment Advisor Representative working at Puritan Wealth Management Group in Plano, TX and has over 12 years of experience in the finance industry.

5
Sondra S. McDonald
CRD#: 4269871
5085 W. Park Blvd. Ste 700, Plano, TX 75093
93
Wealthminder
score

Sondra McDonald (CRD# 4269871) is an Investment Advisor Representative working at Puritan Wealth Management Group in Plano, TX and has over 17 years of experience in the finance industry.

6
Jeremy W. Rabalais
CRD#: 5531294
5085 W. Park Blvd. Ste 700, Plano, TX 75093
93
Wealthminder
score

Jeremy Rabalais (CRD# 5531294) is an Investment Advisor Representative working at Puritan Wealth Management Group in Plano, TX and has over 10 years of experience in the finance industry.

7
James Bassett
CRD#: 6445839
Grand Prairie, TX
90
Wealthminder
score

James Bassett (CRD# 6445839) is an Investment Advisor Representative working at Puritan Wealth Management Group in Grand Prairie, TX and has over 3 years of experience in the finance industry.

8
Brandon Robinson
CRD#: 6535861
Lewisville, TX
89
Wealthminder
score

Brandon Robinson (CRD# 6535861) is an Investment Advisor Representative working at Puritan Wealth Management Group in Lewisville, TX and has over 2 years of experience in the finance industry.

9
Edward Jacquemin
CRD#: 6640895
Tampa, FL
88
Wealthminder
score

Edward Jacquemin (CRD# 6640895) is an Investment Advisor Representative working at Puritan Wealth Management Group in Tampa, FL and has over 2 years of experience in the finance industry.

10
Stephen G. Schwesinger
CRD#: 6225848
Bridgeville, PA
88
Wealthminder
score

Stephen Schwesinger (CRD# 6225848) is an Investment Advisor Representative working at Puritan Wealth Management Group in Bridgeville, PA and has 1 year of experience in the finance industry.

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