Henry
Petry
Next Financial Group, Inc
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About this Advisor
Henry Petry is a chartered financial consultant who works out of New Haven, Connecticut with a total of 15 years of industry experience. Petry is an advisor for Next Financial Group, Inc. Over the course of their career, Petry has held roles at Henry T Petry, Clu, Chfc and Next Financial Group, Inc. Petry maintains a Series 63 license, certifying them as a securities agent, and is registered to operate in Connecticut. Next Financial Group, Inc is a registered investment firm that has its headquarters in Houston, TX. The firm has offices in 280 locations and a total of 587 employees. It manages $3 billion in assets under management between its 16,162 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 47 charitable organizations. Of its 16,162 customer accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically are based on the type of services. However, fees charged by Next Financial Group, Inc most likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Next Financial Group, Inc Brokerage Details
$2,919,044,437
587
16,162
$180,612
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Henry Petry Work History
Henry has been registered as a financial advisor for 15 years.*
Next Financial Group, Inc
Henry T Petry, Clu, Chfc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Henry Petry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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