Joseph Anthony Perretta
Investment adviser representative at Ifs Group
15 yearsExperience
1 stateRegistered in
$240MFirm assets
2 yearsFirm in business
Are you Joseph Anthony Perretta? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Ifs Group, LLCFeb 2024 to now
- LPL Financial LLCJun 2019 to now
- Trinity High SchoolFeb 2012 to now
- Specific SolutionsFeb 2016 to Jun 2019
- Fulton BankSep 2011 to Jun 2019
- Fulton Financial AdvisorsAug 2011 to Jun 2019
- Raymond James Financial ServicesAug 2011 to Jun 2019
- Raymond James Financial Services Advisors Inc.Aug 2011 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ifs Group
Legal name: Ifs Group, LLC
$240MAssets managed
267Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5767999
- Firm CRD
- 328774