Kenneth Petrashek, financial advisor Lewisville TX
90 score

Kenneth Petrashek

CRD Number: 6031528
Current Firm: Advice And Planning Services

Kenneth Petrashek (CRD# 6031528) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Dallas, TX Jul 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Dallas, TX Jul 2015 - Current 1
Usaa Financial Advisors, Inc. Addison, TX Sep 2014 - Jun 2015 < 1
Usaa Financial Planning Services Addison, TX Sep 2014 - Jun 2015 < 1
Lpl Financial LLC Stillwater, OK Feb 2012 - Aug 2014 2
Farquhar Financial Services Tulsa, OK Oct 2010 - Feb 2012 1
City Of Stillwater Stillwater, OK Aug 2008 - Oct 2010 2
City Of Midwest City Midwest City, OK Sep 2005 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Kenneth C. Petrashek
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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