Eric Pettis, financial advisor Harrisburg PA
93 score

Eric Pettis

CRD 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 32 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jan 2010 - Current 6
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2010 - Current 6
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
Contact Info for Eric D. Pettis
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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)
  • Market timing services
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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