Joseph Perrone

Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → Present
  Florida Financial Advisors
  Tampa, FL
• 05/2015 → 08/2021
  Mill Creek Packaging Products
  Wadsworth, IL
• 08/2018 → 05/2022
  University Of Illinois At Urbana Champaign
  Champaign Urbana, IL
• 08/2014 → 05/2018
  Libertyville Highschool
  Libertyville, IL
• 09/2023 → Present
  Trinity Wealth Securities, Llc
  Tampa, FL

Other Businesses

EQM Capital Yes, Investment related 1271 Terre Drive, Libertyville IL Five partner investment club that meets once a week to discuss the strategy and performance of our pooled fund in a TD Ameritrade investment club brokerage account Founder/Partner 04/2021 Start Date Five hours a month Zero hours during trading hours- orders are placed after market hours My business includes running our zoom meetings once a week as well as maintaining all paperwork related to the LLC and Tax forms ---------------------------------------------------------------------------------- oFlorida Financial Advisors. Investment Related. 6550 W. Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance. Not Investment Related. 6550 W. Hillsborough Ave, Suite 130, Tampa, FL 33634. Fixed Insurance Sales. 08/2022. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. oTrinity Wealth Securities, LLC. Investment Related. 6550 W. Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 09/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-06-22
• S65 Uniform Investment Adviser Law Examination
  2022-08-02

Other Names

• Joe Perrone
• Joey Perrone
• Joseph Robert Perrone