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Vickie Linn Petix-Reichert

PETIX & BOTTE COMPANY·LA MESA, California
SIE, Series 7, Series 24, Series 63CFPClean record26 years registeredPETIX & BOTTE COMPANY
7777 ALVARADO ROAD, LA MESA, CA 91942CRD# 2072813Firm CRD# 170020

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Vickie Linn Petix-Reichert · LA MESA, CA
Registration
CRD #2072813 · PETIX & BOTTE COMPANY · 26 years registered
Brand Profile
Not yet started
01

Career History

PETIX & BOTTE FINANCIAL
Mar 2024 – present
PETIX & BOTTE FINANCIAL
May 2014 – Dec 2023
LA MESA, CA
LPL FINANCIAL LLC
Nov 1999 – Nov 2015
FORT MILL, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · November 23, 1999
Years registered · 26
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PETIX & BOTTE COMPANY
CRD 170020 · SEC 801-79597
AUM
$330M
Regulatory assets under management
Employees
3
731 client accounts
Services offered by PETIX & BOTTE COMPANY
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PETIX & BOTTE COMPANY →
Introduction

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05

Frequently Asked Questions

What services does Vickie Linn Petix-Reichert offer?
Vickie Linn Petix-Reichert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA MESA, California for a consultation.
What are Vickie Linn Petix-Reichert's credentials?
Vickie Linn Petix-Reichert holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Vickie Linn Petix-Reichert located?
Vickie Linn Petix-Reichert is based in LA MESA, California, working with PETIX & BOTTE COMPANY. Their office serves clients in the LA MESA metropolitan area and surrounding communities.
How does Vickie Linn Petix-Reichert charge for services?
Vickie Linn Petix-Reichert's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETIX & BOTTE COMPANY?
PETIX & BOTTE COMPANY has approximately 3 employees and manages $330M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PETIX & BOTTE COMPANY

Andrew Williams
LA MESA, CA
CFP
Paul William Botte
LA MESA, CA
CFP

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