Petra Financial Advisors Inc.
Petra Financial Advisors Inc. (CRD# 107196) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $357,186,375 in 1,185 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management357MILLION
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Total Number of Accounts1,185ACCOUNTS
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Average Account Value$301,423
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, LA, NE, NV, OR, TX, WA
David Forbes (CRD# 1069819) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has over 29 years of experience in the finance industry.
Jonathan Forbes (CRD# 6142082) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry.
Crystal Karstens (CRD# 6876013) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has over 6 years of experience in the finance industry.
Lisa Malick (CRD# 6015988) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Broomfield, CO and has over 12 years of experience in the finance industry.
John Pfaffmann (CRD# 2060427) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Tempe, AZ and has over 33 years of experience in the finance industry.
Shannon Ross (CRD# 7030233) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has over 5 years of experience in the finance industry.
Jennifer Hernandez (CRD# 7296984) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry.