Daryl Petry
Daryl Petry is a registered investment advisor at Cetera Investment Advisers LLC, based in Noblesville, IN, with 22 years of industry experience. Daryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
298 N 9th Street, Noblesville, IN, 46060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daryl is involved in several business activities, including rental properties, accounting/tax preparation, and serving as President of the Board for the Boys & Girls Club of Noblesville. He also sells equity indexed annuities and other insurance products through Avantax, dedicating minimal time to insurance sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
State Registrations15 states
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