Joseph Petry
Joseph Petry is a registered investment advisor at Ibn Financial Services, INC, based in Latham, NY, with 19 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 519 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% per year depending on account size and complexity. Fees are negotiable.
Fee Estimator
Location
6 Century Hill Drive Suite 2A, Latham, NY, 12110
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
July 2024Employment Separation After Allegations
March 2016Employment Separation After Allegations
April 2007Other Business ActivitiesSells Insurance
Joseph is an insurance agent selling various insurance products since 2009, dedicating about 10-20% of his time. He also owns rental property, refers clients to a Medicare hotline, works as a freelance actor, and is a registered representative with IBN Financial Services, spending about half his time on this role.
Employment History
Current Registrations
Ibn Financial Services, INC.
Ibn Financial Services, INC.Broker
Discipline Wealth Solutions, INC.
Previous Registrations
Cpr Investments INC
Ausdal Financial Partners, INC.Broker
Hbw Securities LLCBroker
PFS Investments INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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