Henry PetryCRD Number: 1059972
Current Firm: Next Financial Group, Inc.
Henry Petry (CRD# 1059972) is an Investment Advisor Representative working at Next Financial Group, Inc. in New Haven, CT and has over 20 years of experience in the finance industry.
Lpl Financial LLC
Springboard Asset Management LLC
Sagepoint Financial, Inc.
|Next Financial Group, Inc.||New Haven, CT||May 2004 - Current||13|
|Henry T Petry, Clu, Chfc||New Haven, CT||Apr 1981 - Current||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1997|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV