Kristofer
Pettit

Cetera Investment Advisers LLC

CRD#5052556
Investment Advisor
in Camarillo, CA

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About this Advisor

Kristofer Pettit is a financial advisor based in Camarillo, California, working with Cetera Investment Advisers LLC. Kristofer has previously held positions at Cetera Advisor Networks LLC, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Cetera Advisors LLC, Cetera Investment Services LLC, First Allied Securities, Inc, Investors Capital Corp, Legend Equities Corporation, Summit Brokerage Services, Inc, J.P. Turner & Company, L.L.C, Vsr Financial Services, Inc, and Girard Securities, Inc. Kristofer has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Kristofer is part of Cetera Investment Advisers LLC, which operates out of Camarillo, California. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

340 Rosewood Ave Ste O
Camarillo, CA 93010

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

CA Average: $6,674,516,078
Total Number of Employees

6,648

CA Average: 44
Total Number of Accounts

423,554

CA Average: 2,564
Average Account Size

$246,648

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kristofer Pettit Work History

2023 - Present (1 year)

Cetera Investment Advisers LLC

2007 - Present (17 years)

Cetera Advisor Networks LLC

2015 - 2020 (5 years)

First Allied Securities, Inc

2015 - 2016 (1 year)

Investors Capital Corp

2015 - 2016 (1 year)

Legend Equities Corporation

2015 - 2020 (5 years)

Summit Brokerage Services, Inc

2015 - 2015 (< 1 year)

J.P. Turner & Company, L.L.C

2015 - 2016 (1 year)

Vsr Financial Services, Inc

2015 - 2017 (2 years)

Girard Securities, Inc

2014 - 2020 (6 years)

Cetera Investment Advisers LLC

2012 - 2020 (8 years)

Cetera Financial Specialists LLC

2009 - 2020 (11 years)

Cetera Advisors LLC

2009 - 2020 (11 years)

Cetera Investment Services LLC

Disclosures

Please visit the SEC profile of Kristofer Pettit to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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