Joseph
Perna
Sharp Financial
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About this Advisor
Joseph Perna is a financial advisor based in Horsham, Pennsylvania, working with Sharp Financial. Joseph has previously held positions at Wells Fargo Advisors LLC, Wells Fargo & Co, Clarfeld Financial Advisors, LLC, Sharp Wealth Advisory, LLC, J. Alden Associates, Inc, Citizens Bank, and Citizens Securities Inc. Joseph has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Joseph is part of Sharp Financial, which operates out of Horsham, Pennsylvania. The firm has 6 offices and 8 employees. The firm manages assets totaling $304.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Sharp Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sharp Financial Brokerage Details
$304,724,354
8
362
$841,780
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joseph Perna Work History
J. Alden Associates, Inc
Sharp Wealth Advisory, LLC
Clarfeld Financial Advisors, LLC
Citizens Bank
Citizens Securities Inc
Wells Fargo & Co
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Joseph Perna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sharp Financial
Fernandina Beach, FL
Horsham, PA
Saint Petersburg, FL
Horsham, PA
Horsham, PA
Horsham, PA
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