Don Petricic is a CFP-designated registered investment advisor, based in Bellevue, WA, with 24 years of industry experience.
Location
11201 SE 8th Street, Suite 105, Bellevue, WA, 98004
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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
Don operates under two DBAs for his LPL business: TPPFG, LLC and THE PETRICIC & PHILLIPS FINANCIAL GROUP LLC. He also engages in real estate rental and works as an agent for Truluma, selling non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Asset One Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations20 states
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