Ryan Volpe, financial advisor Cranford NJ

Ryan Volpe

CRD Number: 6987233
Current Firm: Lpl Financial LLC

Ryan Volpe (CRD# 6987233) is an Investment Advisor Representative working at Lpl Financial LLC in Cranford, NJ and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Cranford, NJ Sep 2023 - Current < 1
Edward Jones St Louis, MO Jul 2019 - Sep 2023 4
Foresters Financial Services Inc. Edison, NJ Jul 2018 - May 2019 < 1
Unemployed Cranford, NJ Jan 2018 - Jul 2018 < 1
Tiaa/nuveen New York, NY Jul 2012 - Jan 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ryan J. Volpe
Phone Number: 704-733-3300
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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