
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
-
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
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.