Charles Pettitt, financial advisor Las Cruces NM

Charles Pettitt

CRD Number: 2091188
Current Firm: Primerica Advisors

Charles Pettitt (CRD# 2091188) is an Investment Advisor Representative working at Primerica Advisors in Las Cruces, NM and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Las Cruces, NM Jun 2020 - Current 3
Primerica Financial Services Las Cruces, NM Jan 2017 - Current 7
Retired Ruidoso, NM Aug 2017 - May 2018 < 1
United Way El Paso, TX Oct 2016 - Aug 2017 < 1
Retired Albuquerque, NM Jun 2016 - Oct 2016 < 1
Intel Corporation Albuquerque, NM Jul 1995 - Jun 2016 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2021
S65 NASAA Investment Advisors Law Examination Aug 2021
Contact Info for Charles J. Pettitt
Phone Number: 833-786-0550
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

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