Allen Petway, financial advisor Dalton GA
96 score

Allen Petway

CRD Number: 1132228
Current Firm: Raymond James Financial Services Advisors, Inc.

Allen Petway (CRD# 1132228) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dalton, GA and has over 33 years of experience in the finance industry. Allen Petway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Dalton, GA Jan 2016 - Current < 1
Raymond James Financial Services Dalton, GA Jan 2016 - Current < 1
Investment & Retirement Management Dalton, GA Jul 1998 - Jan 2016 17
Lpl Financial San Diego, CA Nov 1986 - Jan 2016 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S65 NASAA Investment Advisors Law Examination Sep 1993
Contact Info for Allen P. Petway
Phone Number: 727-567-5877
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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