Joseph Petry (CRD# 4649782) is an Investment Advisor Representative working at Cpr Investments Inc. in Latham, NY and has over 15 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ausdal Financial Partners, Inc. | Davenport, IA | May 2017 - Current | 7 |
Cpr Investments | Rochester, MI | Jun 2016 - Current | 7 |
Cpr Financial Group LLC | Rochester, MI | Jun 2016 - Current | 7 |
Hbw Securities LLC | Simi Valley, CA | Jul 2008 - Mar 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2008 |
S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
- TX
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Total Assets Under Management295MILLIONS
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Total Number of Accounts3,510ACCOUNTS
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Average Account Value$84,112
- A percentage of assets under your management
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