David Pettit, financial advisor Plantation FL
93 score

David Pettit

CRD Number: 3035332
Current Firm: Cambridge Investment Research Advisors, Inc.

David Pettit (CRD# 3035332) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plantation, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2016 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Apr 2016 - Current < 1
Salsa Pembroke Pines, Inc. Plantation, FL Nov 2006 - Current 10
Transamerica Financial Advisors, Inc. Plantation, FL Dec 2001 - Apr 2016 14
Espro Financial Plantation, FL Jan 2006 - Dec 2008 2
Life Brokerage Financial Group Plantation, FL Feb 2006 - Dec 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2006
Contact Info for David R. Pettit
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • FL
  • 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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