James VolpeCRD Number: 4553675
Current Firm: H.d. Vest Advisory Services, Inc.
James Volpe (CRD# 4553675) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Henderson, NV and has over 13 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
The Investment Counsel Company
Hornor, Townsend & Kent, Inc.
|H.d. Vest Investment Services||Henderson, NV||May 2012 - Current||5|
|H.d. Vest Insurance Services||Henderson, NV||May 2012 - Current||5|
|Financial Fitness Group, Inc.||Henderson, NV||May 1991 - Current||26|
|Planmember Securities Corporation||Carpinteria, CA||Aug 2009 - May 2012||2|
|Securities America, Inc.||Henderson, NV||Jul 2008 - Jul 2009||1|
|Securities America Advisors, Inc.||Henderson, NV||Jul 2008 - Jul 2009||1|
|Equity Services, Inc.||Montpelier, VT||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2004|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- 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, VT, WA, WI, WV, WY