Eric Pettis (CRD# 1219013) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Harrisburg, PA and has over 34 years of experience in the finance industry.
CRD# 5665657
Northwestern Mutual Investment Services,llc
Score
103
CRD# 1477959
Royal Alliance Associates, Inc.
Score
101
CRD# 5954282
Msi Financial Services, Inc.
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2010 - Current | 8 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2010 - Current | 8 |
| New England Life | Boston, MA | Aug 1984 - Current | 33 |
| Ing Financial Partners, Inc. | Des Moines, IA | Jan 2004 - Dec 2009 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1984 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- PA
- TX
-
Total Assets Under Management28,722MILLIONS
-
Total Number of Accounts168,526ACCOUNTS
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Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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
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