David Pettit is a registered investment advisor, based in Plantation, FL, with 27 years of industry experience.
Location
10167 W Sunrise Blvd., Ste 107, Plantation, FL, 33322
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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
David is an independent insurance agent selling life, health, and fixed annuity products, dedicating a few hours per week to this activity. He is also the President/Owner of Veritas Wealth Advisors Inc. (full-time) and holds various positions in restaurant franchises and other businesses.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
The Variable Annuity Marketing CompanyBroker
VALIC Financial Advisors, INC.Broker
Public Employees Equities Services CompanyBroker
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.