Henry Petry (CRD# 1059972) is an Investment Advisor Representative working at Next Financial Group, Inc. in Madison, CT and has over 26 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Financial Group, Inc. | Madison, CT | May 2004 - Current | 19 |
| Henry T Petry, Clu, Chfc | Madison, CT | Apr 1981 - Current | 43 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
- CT
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Total Assets Under Management3,522MILLIONS
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Total Number of Accounts17,352ACCOUNTS
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Average Account Value$202,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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