Daryl Petry (CRD# 4746188) is an Investment Advisor Representative working at Avantax Advisory Services in Noblesville, IN and has over 20 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Petry Wealth Management | Nobelsville, IN | Sep 2009 - Current | 14 |
| Avantax Advisory Services | Noblesville, IN | Oct 2004 - Current | 19 |
| Avantax Investment Services, Inc. | Noblesville, IN | Sep 2004 - Current | 19 |
| Petes Partner LLC | Union City, IN | Jul 2004 - Current | 19 |
| Pete's Partners, LLP | Union City, IN | Jul 2004 - Current | 19 |
| Dasu Realty. LLC | Noblesville, IN | Nov 2002 - Current | 21 |
| Dasu Realty LLC | Noblesville, IN | Jan 2002 - Current | 22 |
| Daryl J Petry, P.c. | Noblesville, IN | Oct 1999 - Current | 24 |
| Daryl J Petry Pc | Noblesville, IN | Sep 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
- IN
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- 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
- Other
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, VT, WA, WI, WV, WY
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