Eric Odelle Puckett
Investment Adviser Representative at Private Wealth Solutions, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Eric Odelle Puckett is an investment adviser representative with Private Wealth Solutions, LLC in Calabasas, CA, where they have been registered since 2020, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California and Nevada.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Nevada
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BEL AIR ChurchOct 2018 – May 2020Los Angeles, CA
- Private Wealth Solutions, LLCMay 2020 – no end date reportedCalabasas, CA
- Fuller SeminaryJul 2017 – Jul 2018Pasadena, CA
- NEW YORK LIFEDec 2017 – May 2018Pasadena, CA
- THE Movement ChurchDec 2012 – Jul 2017Cordova, CA
- Kovack Securities, Inc.Jul 2026 – no end date reportedFort Lauderdale, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Private Wealth Solutions, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment, retirement, insurance, estate, and tax planning advice; comprehensive wealth analysis; retirement probability calculation; complimentary investment and financial advice; and customized web portal access.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Calabasas, CA
- SEC file number:
- 801-111072
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 17, 2026
View full firm profileOther advisors at Private Wealth Solutions, LLC
3 other advisors in the directory
Similar advisors in Calabasas, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Odelle Puckett has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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