John Pettit (CRD# 4922906) is an Investment Advisor Representative working at Principal Securities, Inc. in Puyallup, WA and has over 17 years of experience in the finance industry.
CRD# 7043324
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6013099
Edward Jones
CRD# 4387214
Columbia River Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Securities Inc. | Puyallup, WA | Mar 2016 - Current | 8 |
| Union Financial Inc. | Puyallup, WA | May 2015 - Current | 9 |
| Principal Life Ins Co | Seattle, WA | Feb 2013 - Jan 2021 | 7 |
| Princor Financial Services Corp | Seattle, WA | Feb 2013 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- WA
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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