Unclaimed Profile

Darl Petty

CAPITAL POINT ADVISORS, L.P.·HOUSTON, Texas

CAPITAL POINT ADVISORS, L.P.

ONE RIVERWAY, HOUSTON, TX 77056CRD# 6042431Firm CRD# 160777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Darl Petty · HOUSTON, TX

Registration

CRD #6042431 · CAPITAL POINT ADVISORS, L.P.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Darl Petty is a registered financial advisor based in HOUSTON, Texas, affiliated with CAPITAL POINT ADVISORS, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CAPITAL POINT ADVISORS, L.P.

AUM

$114M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at CAPITAL POINT ADVISORS, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6042431

Firm CRD# 160777

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Darl Petty offer?

Darl Petty specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.

What are Darl Petty's credentials?

Darl Petty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Darl Petty located?

Darl Petty is based in HOUSTON, Texas, working with CAPITAL POINT ADVISORS, L.P.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Darl Petty charge for services?

Darl Petty's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL POINT ADVISORS, L.P.?

CAPITAL POINT ADVISORS, L.P. is a registered investment adviser with the SEC, managing $114M in regulatory assets under management. See their Form ADV for full details.

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