Daryl
Petry
Avantax Advisory Services
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About this Advisor
Daryl Petry is a financial advisor based in Noblesville, Indiana, working with Avantax Advisory Services. Daryl has previously held positions at Daryl J Petry Pc, Avantax Investment Services, Inc, Petes Partner LLC, Dasu Realty LLC, Avantax Advisory Services, Petry Wealth Management, Dasu Realty. LLC, Pete'S Partners, Llp, and Daryl J Petry, P.C. Daryl has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana and Texas. Currently, Daryl is part of Avantax Advisory Services, which operates out of Noblesville, Indiana. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
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
- Other
Daryl Petry Work History
Petry Wealth Management
Avantax Investment Services, Inc
Petes Partner LLC
Avantax Advisory Services
Pete'S Partners, Llp
Dasu Realty LLC
Dasu Realty. LLC
Daryl J Petry Pc
Daryl J Petry, P.C
Disclosures
Please visit the SEC profile of Daryl 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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