Christopher Petty
Christopher Petty is a registered investment advisor at Cetera Investment Advisers LLC, based in Tyler, TX, with 36 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
909 ESE Loop 323 Suite 702, Tyler, TX, 75701
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is an independent insurance agent selling fixed insurance products since 1991. He is also a CPA and sole practitioner since 1981, focusing on tax and litigation support, taking about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Walnut Street Securities, INC.Broker
Birchtree Financial Services, INC.Broker
Affiliated Security Brokers, INC.Broker
State Registrations3 states
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.