Joseph W Petry

Ibn Financial Services, INC

18 Years of Experience

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Firm Information

Ibn Financial Services, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

27 advisors

Number of Clients

768 clients

Average Client Portfolio

$235K average

Assets Under Management

$180.5M

Fee Structure

Information about fees is not provided in this brochure supplement. Richard J. Carlesco Jr. receives only a salary from IBN Financial Services, Inc.

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Advisor Information

Office location

15 Halton Green Way, Greenville, SC, 29607

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Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

July 2024

Employment Separation After Allegations

March 2016

Employment Separation After Allegations

April 2007

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Other 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.