Kyle Petty
Kyle Petty is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Carlisle, PA, with 10 years of industry experience. Kyle 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
1 Giant Ln, Carlisle, PA, 17013
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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
Kyle works as a financial representative for Orrstown Bank, dedicating full-time hours. He also works full-time as an insurance agent selling health, life, disability, and long-term care insurance. Additionally, Kyle spends a few hours per week as a soccer referee and minimal time as a board member for Messiah Lifeways.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations13 states
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