Joseph Petry (CRD# 2688807) is an Investment Advisor Representative working at Mayfair Financial, LLC in Kirkwood, MO and has over 27 years of experience in the finance industry.
CRD# 6463221
Cetera Investment Advisers LLC
CRD# 3168400
Creative Planning
CRD# 5472794
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mayfair Financial, LLC | Kirkwood, MO | May 2022 - Current | 2 |
| Betterman Digital Wealth, Inc. | Santa Clara, CA | Jun 2020 - Current | 3 |
| Self Employed Independent Consultant | Champaign, IL | Jan 2006 - May 2022 | 16 |
| University Of Illinois | Urbana, IL | Apr 2001 - May 2019 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- MO
- TX
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$525,153
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MO, TX
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