Brenan Volpe (CRD# 6593129) is an Investment Advisor Representative working at Good Life Advisors, LLC in Fuquay Varina, NC and has over 8 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Fuquay Varina, NC | Aug 2022 - Current | 1 |
| Volpe Holdings LLC | Fuquay Varina, NC | Jan 2018 - Current | 6 |
| Volpe Holdings LLC | Fuquay Varina, NC | Jan 2018 - Current | 6 |
| Raymond James Financial Services Advisors Inc. | Holly Springs, NC | Feb 2016 - Aug 2022 | 6 |
| Sterling Fox Financial | Holly Springs, NC | Jan 2016 - Aug 2022 | 6 |
| Raymond James Financial Services | Holly Springs, NC | Nov 2015 - Aug 2022 | 6 |
| Dishone | Fuquay-varina, NC | Jan 2016 - Oct 2017 | 1 |
| Dish One | Provo, UT | Jan 2009 - Nov 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- NC
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Total Assets Under Management2,896MILLIONS
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Total Number of Accounts16,544ACCOUNTS
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Average Account Value$175,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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