Vincent Girard Perfetto
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Paralel Distributors LLCAug 2026 to now
- PotomacJul 2026 to now
- Potomac Fund Management, Inc.Jul 2026 to now
- LPL Financial LLCApr 2024 to May 2026
- Suncoast Credit UnionApr 2024 to May 2026
- BonterraMar 2022 to Oct 2022
- O'Brien Law FirmSep 2021 to Apr 2024
- UnemployedMay 2021 to Sep 2021
- Free State ProjectFeb 2020 to May 2021
- Solo-Traveled the WorldJul 2016 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Potomac
Legal name: Potomac Fund Management Inc
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7901402
- 105413