Kristofer Pettit
Kristofer Pettit is a registered investment advisor at Cetera Investment Advisers LLC, based in Camarillo, CA, with 19 years of industry experience. Kristofer 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
340 Rosewood Ave Ste O, Camarillo, CA, 93010
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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
Kristofer sells life and long-term care insurance as an insurance agent with various companies, dedicating a few hours per week. He is also the owner of Pettit Wealth Management Services Inc for tax reporting purposes and a trustee for a spousal lifetime access trust, both requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Girard Securities, INC.Broker
Vsr Financial Services, INC.Broker
Summit Brokerage Services, INC.Broker
Legend Equities CorporationBroker
Investors Capital CORP.Broker
J.P. Turner & Company, L.L.C.Broker
First Allied Securities, INC.Broker
Cetera Advisors LLC
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Investment Services LLCBroker
Cetera Advisors LLCBroker
Ing Financial Partners, INC.Broker
State Registrations32 states
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