Ruth Petty, financial advisor Greensboro NC
96 score

Ruth Petty

CRD Number: 1033656
Current Firm: Securities America Advisors, Inc.

Ruth Petty (CRD# 1033656) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Greensboro, NC and has over 33 years of experience in the finance industry.

Similar Advisors
Philip Royal, financial advisor Greensboro NC
Philip K. Royal
CRD# 2492280
Master Plan Wealth Management, LLC
Score
103
Similar Advisors
Richard Woods, financial advisor Greensboro NC
Richard S. Woods
CRD# 5378865
Hamilton Point Investment Advisors, LLC
Score
103
Similar Advisors
David Powell, financial advisor Greensboro NC
David R. Powell
CRD# 1635630
Ameriprise Financial Services, Inc.
Score
101
Professional Designations
Company Name Location Dates Years
Securities America Advisors La Vista, NE Oct 2015 - Current 2
Securities America Inc. La Vista, NE Oct 2015 - Current 2
Sii Needham Heights, MA Jul 2007 - Oct 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Dec 1996
Contact Info for Ruth R. Petty
Phone Number: 402-399-9111
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    15,610
    MILLIONS
  • Total Number of Accounts
    105,891
    ACCOUNTS
  • Average Account Value
    $147,418
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.