Joseph Perfilio, financial advisor Jessup PA

Joseph Perfilio

CRD Number: 2421822
Current Firm: Integrated Capital Management, Inc.

Joseph Perfilio (CRD# 2421822) is an Investment Advisor Representative working at Integrated Capital Management, Inc. in Jessup, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Capital Management, Inc. Jessup, PA Apr 2009 - Current 14
Clayton Perfilio, Ltd. Scranton, PA Sep 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Joseph C. Perfilio
Phone Number: 570-344-0100
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    198
    MILLIONS
  • Total Number of Accounts
    953
    ACCOUNTS
  • Average Account Value
    $207,940
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, GA, IL, LA, MD, ME, NC, NY, PA, SC, TN, TX, VA

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