Eric PettisCRD Number: 1219013
Current Firm: Cambridge Investment Research Advisors, Inc.
Eric Pettis (CRD# 1219013) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Harrisburg, PA and has over 33 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2010 - Current||7|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2010 - Current||7|
|New England Life||Boston, MA||Aug 1984 - Current||32|
|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|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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