Joseph Petry, financial advisor Latham NY

Joseph Petry

CRD Number: 4649782
Current Firm: Cpr Investments Inc.

Joseph Petry (CRD# 4649782) is an Investment Advisor Representative working at Cpr Investments Inc. in Latham, NY and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Ausdal Financial Partners, Inc. Davenport, IA May 2017 - Current 3
Cpr Investments Detroit, MI Jun 2016 - Current 4
Hbw Securities LLC Simi Valley, CA Jul 2008 - Mar 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Jun 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph W. Petry
Phone Number: 800-213-1164
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    2,192
    ACCOUNTS
  • Average Account Value
    $84,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, IL, MI, NC, NE, NJ, NM, NV, NY, OH, OR, SC, TX, VA, WA

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