Drake
Puzey
B.O.S.S. Retirement Advisors, LLC
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About this Advisor
Drake Puzey is a financial advisor working in Lehi, Utah with 2 years of industry experience. Puzey is an advisor for B.O.S.S. Retirement Advisors, LLC. Over the course of their career, Puzey has held roles at B.O.S.S. Retirement Advisors, LLC, B.O.S.S. Retirement Solutions, LLC, Equitable Advisors, Enterbankusa, Utah Community Credit Union, Lds and N/A. Puzey maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Utah. B.O.S.S. Retirement Advisors, LLC is a financial advisory firm that has its headquarters in Lehi, UT. The company has offices in eight locations and a total of 50 employees. It handles $588 million in assets under management among its 8,405 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 8,405 client accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets available to invest. B.O.S.S. Retirement Advisors, LLC performs a few services, such as financial planning services and selection of other advisers. Financial management fee schedules typically are based on which services the firm provides the client. However, fee types billed by B.O.S.S. Retirement Advisors, LLC likely include some combination of fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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B.O.S.S. Retirement Advisors, LLC Brokerage Details
$588,000,000
50
8,405
$69,958
Investment Advisory Services
- Financial planning services
- Selection of other advisers
Drake Puzey Work History
Drake has been registered as a financial advisor for 2 years.*
B.O.S.S. Retirement Advisors, LLC
B.O.S.S. Retirement Solutions, LLC
Equitable Advisors
Enterbankusa
Enterbankusa
Utah Community Credit Union
Lds
N/A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Drake Puzey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at B.O.S.S. Retirement Advisors, LLC
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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