John Pettit, financial advisor Woodland Hills CA
96 score

John Pettit

CRD Number: 3008377
Current Firm: Kcs Wealth Advisory

John Pettit (CRD# 3008377) is an Investment Advisor Representative working at Kcs Wealth Advisory in Woodland Hills, CA and has over 18 years of experience in the finance industry. John Pettit has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kcs Wealth Advisory Los Angeles, CA Sep 2014 - Current 2
Independent Financial Group San Diego, CA Nov 2007 - Dec 2015 8
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Nov 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for John W. Pettit
Phone Number: 310-734-4740
Firm Website: http://www.kcswealth.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    126
    MILLIONS
  • Total Number of Accounts
    594
    ACCOUNTS
  • Average Account Value
    $212,804
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
Types of Clients
Registered States

CA, NY, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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