Petix & Botte Financial

Petix & Botte Financial (CRD# 170020) is a financial advisory firm headquartered in La Mesa, CA. They manage $120,000,000 in 284 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $422,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Petix & Botte Financial
Showing 1 - 4 of 4 top financial advisors.
1
Paul W. Botte
CRD#: 1305108
7777 Alvarado Road, Suite 320, La Mesa, CA 91942
96
Wealthminder
score

Paul Botte (CRD# 1305108) is an Investment Advisor Representative working at Petix & Botte Financial in La Mesa, CA and has over 31 years of experience in the finance industry. Paul Botte 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.

2
Shakeel Kazi
CRD#: 1322184
7777 Alvarado Road, Suite 320, La Mesa, CA 91942
96
Wealthminder
score

Shakeel Kazi (CRD# 1322184) is an Investment Advisor Representative working at Petix & Botte Financial in La Mesa, CA and has over 31 years of experience in the finance industry. Shakeel Kazi 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.

3
Vickie L. Petix-Reichert
CRD#: 2072813
7777 Alvarado Road, Suite 320, La Mesa, CA 91942
96
Wealthminder
score

Vickie Petix-Reichert (CRD# 2072813) is an Investment Advisor Representative working at Petix & Botte Financial in La Mesa, CA and has over 24 years of experience in the finance industry. Vickie Petix-Reichert 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.

4
Andrew Williams
CRD#: 5999669
7777 Alvarado Road, Suite 320, La Mesa, CA 91942
93
Wealthminder
score

Andrew Williams (CRD# 5999669) is an Investment Advisor Representative working at Petix & Botte Financial in La Mesa, CA and has over 4 years of experience in the finance industry. Andrew Williams 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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