PP
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Paul Petkus
42 Years of Experience
Park Ridge, IL
1 DisclosureBroker
Paul Petkus is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Park Ridge, IL, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
36 Main Street, Suite 101, Park Ridge, IL, 60068
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Regulatory History (1)
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Customer Dispute
April 1999Settled
Other Business Activities
Paul serves as a trustee for a family trust, dedicating a few hours per week to investment research, selection, and implementation. This activity is investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
May 2006 - Present · 20 yrs 2 mos
Previous Registrations
Raymond James Financial Services
June 2006 - January 2009 · 2 yrs 7 mos
H&r Block Financial Advisors, INC.
June 2003 - June 2006 · 3 yrs
Rsm Mcgladrey, INC.
March 2003 - July 2003 · 4 mos
H&r Block Financial Advisors, INC.Broker
February 1984 - June 2006 · 22 yrs 4 mos
State Registrations12 states
AZCACOFLILINMAMINMOHRIWI
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.