Tiffany VolpeCRD Number: 5040547
Current Firm: Grove Point Advisors, LLC
Tiffany Volpe (CRD# 5040547) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Orefield, PA and has over 15 years of experience in the finance industry.
Weyhill Investment Counsel, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Grove Point Advisors, LLC||Rockville, MD||Apr 2021 - Current||< 1|
|Grove Point Investments, LLC||Rockville, MD||Apr 2021 - Current||< 1|
|Tiffany Cardine||Allentown, PA||Sep 2005 - Current||16|
|Clifford Cardine||Orefield, PA||Jan 2000 - Current||21|
|H. Beck, Inc.||Rockville, MD||Sep 2009 - Mar 2021||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Total Assets Under Management1,980MILLIONS
Total Number of Accounts7,230ACCOUNTS
Average Account Value$273,792
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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