Zulma Petty
Investment adviser representative at Uptick Partners, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Uptick Partners, LLCMar 2026 to now
- Edward JonesDec 2016 to Mar 2026
- Self-employedJun 2016 to May 2017
- Virginia CollegeOct 2015 to May 2017
- Spartanburg Methodist CollegeAug 2014 to May 2017
- Spartanburg Community CollegeFeb 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Uptick Partners, LLC
$1.1BAssets managed
1,139Clients
17Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6737719
- Firm CRD
- 324250