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Eric Pettis

42 Years of Experience
Harrisburg, PA
BrokerSells Insurance

Eric Pettis is a registered investment advisor, based in Harrisburg, PA, with 42 years of industry experience.

Location

2090 Linglestown Rd, Ste 201, Harrisburg, PA, 17110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eric is an owning partner in a commercial real estate partnership, president/independent insurance agent for various companies, president of a third-party administrator for qualified plans, and a board member for a school. He is also an advisory representative of a RIA, an employee of Assured Partners, and founder of Pettis Properties LLC; some of these activities are investment-related.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
January 2010 - Present · 16 yrs 4 mos
Cambridge Investment Research, INC.Broker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Ing Financial Partners, INC
February 2005 - December 2009 · 4 yrs 10 mos
Ing Financial Partners, INC.Broker
January 2004 - December 2009 · 5 yrs 11 mos
Locust Street Securities, INC.Broker
September 1995 - January 2004 · 8 yrs 4 mos
Locust Street Securities, INC.Broker
July 1995 - August 1995 · 1 mo
New England SecuritiesBroker
October 1984 - July 1995 · 10 yrs 9 mos
Pml Securities CompanyBroker
January 1984 - October 1984 · 9 mos
State Registrations37 states
ALAZCACOCTDCDEFLGAIAIDILINKYMAMDMEMIMNMSMTNCNHNJNYOHPARISCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eric Pettis - Financial Advisor | TrueAdvisor