Joseph Petry
Joseph Petry is a registered investment advisor at Ibn Financial Services, INC, based in Greenville, SC, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 768 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IBN Financial Services charges a percentage of the value of your investments each year. This fee generally ranges from 0.50% to 2.00%. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees above 2% require compliance approval. There may be additional fees charged by the custodian or separate account managers.
Location
15 Halton Green Way, Greenville, SC, 29607
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 Registrations3 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.