Kristy Puckett

Kristy Puckett "Kp" Email and Phone Number

✨Financial Advisor Advocate✨ | ✨ Dream Maker ✨| 📞 205-218-6962 📞ARE YOU a Financial Advisor that is tired of building a business for someone else? Call me, it's always confidential 😉 @ RFG Advisory
Kristy Puckett "Kp"'s Location
Bradenton, Florida, United States, United States
Kristy Puckett "Kp"'s Contact Details

Kristy Puckett "Kp" work email

Kristy Puckett "Kp" personal email

n/a

Kristy Puckett "Kp" phone numbers

About Kristy Puckett "Kp"

I work with experienced Financial Advisors to help guide them through becoming or maintaining Independence. Every advisor has their own unique business. I help advisors embrace these differences by introducing our turn-key platform of award-winning technology, service, compliance, marketing assistance, operations, coaching, and portfolio management.At RFG Advisory, we help you build the business you want, without compromise! Have you ever thought about Independence? If so, you may benefit from learning about our platform. RFG Advisory is a growing, Hybrid, RIA. We are a high-service firm built for Independent Financial Advisors. We help you become the CEO, not the COO of your practice. Our wealth managers provide comprehensive financial plans that are suited to match each client. With a customized approach, we provide traditional financial advising, estate planning, and opportunities for high-production wealth managers to partner with us. Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.For a list of states in which the financial consultants affiliated with RFG Advisory are registered to do business, please visit www.rfgadvisory.com

Kristy Puckett "Kp"'s Current Company Details
RFG Advisory

Rfg Advisory

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✨Financial Advisor Advocate✨ | ✨ Dream Maker ✨| 📞 205-218-6962 📞ARE YOU a Financial Advisor that is tired of building a business for someone else? Call me, it's always confidential 😉
Kristy Puckett "Kp" Work Experience Details
  • Rfg Advisory
    National Director Of Business Development
    Rfg Advisory Jul 2024 - Present
    Bradenton, Florida, United States
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  • Rfg Advisory
    Business Development
    Rfg Advisory Jan 2020 - Jul 2024
    Birmingham, Alabama Area
    I am responsible for the foundational recruitment of Financial Advisors
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  • Rfg Advisory
    Director Of Organizational Management
    Rfg Advisory Jan 2014 - Jan 2020
    IT coordinator, HR Manager, Office manager and Head of Marketing - various roles and responsibilities
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  • Lifetime Fitness
    Instructor/ Swim Supervisor
    Lifetime Fitness Apr 2013 - Dec 2013
    Vestavia Hills, Al
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Kristy Puckett "Kp" Skills

Leadership Financial Advisory Team Building Social Media Public Speaking Sales Event Planning Business Development Strategic Planning Microsoft Office Relationship Building Microsoft Excel Marketing Customer Service Social Media Marketing Budgets Management Marketing Strategy Independence

Kristy Puckett "Kp" Education Details

Frequently Asked Questions about Kristy Puckett "Kp"

What company does Kristy Puckett "Kp" work for?

Kristy Puckett "Kp" works for Rfg Advisory

What is Kristy Puckett "Kp"'s role at the current company?

Kristy Puckett "Kp"'s current role is ✨Financial Advisor Advocate✨ | ✨ Dream Maker ✨| 📞 205-218-6962 📞ARE YOU a Financial Advisor that is tired of building a business for someone else? Call me, it's always confidential 😉.

What is Kristy Puckett "Kp"'s email address?

Kristy Puckett "Kp"'s email address is kp****@****ods.com

What is Kristy Puckett "Kp"'s direct phone number?

Kristy Puckett "Kp"'s direct phone number is +120539*****

What schools did Kristy Puckett "Kp" attend?

Kristy Puckett "Kp" attended University Of Alabama, The University Of Alabama, Sebring High School, The University Of Alabama.

What skills is Kristy Puckett "Kp" known for?

Kristy Puckett "Kp" has skills like Leadership, Financial Advisory, Team Building, Social Media, Public Speaking, Sales, Event Planning, Business Development, Strategic Planning, Microsoft Office, Relationship Building, Microsoft Excel.

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