professional profile
Jeffrey T Puglia, CFP
Overview
Jeffrey T Puglia is an insurance agent and an investment adviser representative based in Rehoboth Beach, DE, with 29 years in the industry.
- Years in the industry
- 29
- States licensed
- 2
- States registered
- 1
- Carrier appointments
- 17
Contact
2 business emails and 1 phone number on file
Registrations and licenses
- Licensed in 2 states
- Registered in 1 state
3 lines of authority, with every state and its dates
Firms
- Bdfs Capital LLCCurrent firm
Employment history since 2001
Carriers
17 active carrier appointments
Book and practice
Firm assets under management on file
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