Alex Perricone (CRD# 7410461) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has over 2 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Woodcliff Lake, NJ | Nov 2022 - Current | 1 |
| Park Avenue Securities | Woodcliff Lake, NJ | Nov 2022 - Current | 1 |
| Park Avenue Securities | Shrewsbury, NJ | Feb 2022 - Nov 2022 | < 1 |
| Guardian Life Insurance Company | Shrewsbury, NJ | Aug 2021 - Nov 2022 | 1 |
| International Planning Alliance LLC | Shrewsbury, NJ | May 2020 - Aug 2021 | 1 |
| Full Time Student | Ewing, NJ | Oct 2019 - May 2020 | < 1 |
| Knowledgine Inc. | Ewing, NJ | May 2019 - Oct 2019 | < 1 |
| Acme | Medford, NJ | Jul 2019 - Aug 2019 | < 1 |
| Pizza 206 | Tabernacle, NJ | Jun 2018 - Aug 2019 | 1 |
| Unemployed | Shamong, NJ | May 2017 - Jun 2018 | 1 |
| Full Time Student | Tabernacle, NJ | Sep 2016 - May 2017 | < 1 |
| Genie Lighting Limited | Medford, NJ | Jun 2016 - Sep 2016 | < 1 |
| Leslie's Pool Store | Medford, NJ | Jun 2016 - Jul 2016 | < 1 |
| Full Time Student | Tabernacle, NJ | Dec 2015 - Jun 2016 | < 1 |
| Educational Services Center | Medford, NJ | Jun 2014 - Dec 2015 | 1 |
| Unemployed | Shamong, NJ | Jan 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- NJ
- PA
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
-
Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.