Puritan Wealth Management Group

Puritan Wealth Management Group (CRD# 145056) is a financial advisory firm headquartered in Plano, TX. They manage $754,139 in 3 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $251,380
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, 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 9 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 27 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 7 years of experience in the finance industry.

4
Vernon A. Hargrave
CRD#: 1099575
Van, TX
93
Wealthminder
score

Vernon Hargrave (CRD# 1099575) is an Investment Advisor Representative working at Puritan Wealth Management Group in Van, TX and has over 33 years of experience in the finance industry.

5
Jeremy W. Rabalais
CRD#: 5531294
Denham Springs, LA
93
Wealthminder
score

Jeremy Rabalais (CRD# 5531294) is an Investment Advisor Representative working at Puritan Wealth Management Group in Denham Springs, LA and has over 8 years of experience in the finance industry.

6
James Bassett
CRD#: 6445839
Grand Prairie, TX
88
Wealthminder
score

James Bassett (CRD# 6445839) is an Investment Advisor Representative working at Puritan Wealth Management Group in Grand Prairie, TX and has 1 year of experience in the finance industry.

7
Edward Jacquemin
CRD#: 6640895
Tampa, FL
87
Wealthminder
score

Edward Jacquemin (CRD# 6640895) is an Investment Advisor Representative working at Puritan Wealth Management Group in Tampa, FL and has 1 year of experience in the finance industry.

8
Neil Lynch
CRD#: 6605020
Nashville, TN
87
Wealthminder
score

Neil Lynch (CRD# 6605020) is an Investment Advisor Representative working at Puritan Wealth Management Group in Nashville, TN and has 1 year of experience in the finance industry.

9
Lorrin Palagi
CRD#: 6539453
Fort Worth, TX
87
Wealthminder
score

Lorrin Palagi (CRD# 6539453) is an Investment Advisor Representative working at Puritan Wealth Management Group in Fort Worth, TX and has 1 year of experience in the finance industry.

10
Brandon Robinson
CRD#: 6535861
Lewisville, TX
87
Wealthminder
score

Brandon Robinson (CRD# 6535861) is an Investment Advisor Representative working at Puritan Wealth Management Group in Lewisville, TX and has 1 year of experience in the finance industry.

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