Joseph Perretta (CRD# 5767999) is an Investment Advisor Representative working at Lpl Financial LLC in Mechanicsburg, PA and has over 13 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifs Group, LLC | Mechanicsburg, PA | Mar 2024 - Current | < 1 |
| Lpl Financial LLC | Mechanicsburg Pa, PA | Jun 2019 - Current | 4 |
| Trinity High School | Camp Hill, PA | Feb 2012 - Current | 12 |
| Specific Solutions | Mechanicsburg, PA | Feb 2016 - Jun 2019 | 3 |
| Fulton Bank | Mechanicsburg, PA | Sep 2011 - Jun 2019 | 7 |
| Raymond James Financial Services | Harrisburg, PA | Aug 2011 - Jun 2019 | 7 |
| Raymond James Financial Services Advisors Inc. | Harrisburg, PA | Aug 2011 - Jun 2019 | 7 |
| Fulton Financial Advisors | Mechanicsburg, PA | Aug 2011 - Jun 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- PA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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