John VolpiCRD Number: 1316223
Current Firm: Gwn Securities Inc.
John Volpi (CRD# 1316223) is an Investment Advisor Representative working at Gwn Securities Inc. in Westerville, OH and has 1 year of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Gwn Securities Inc.||Palm Beach Gardens, FL||Jan 2005 - Current||12|
|Ohio Agency||Gahanna, OH||May 1993 - Current||23|
|Mutual Of New York||Columbus, OH||Jan 1984 - Current||33|
|Volpi Financial Services||Westerville, OH||Jan 1981 - Current||36|
|Self||Columbus, OH||Jan 1981 - Current||36|
Total Assets Under Management1,387MILLIONS
Total Number of Accounts21,091ACCOUNTS
Average Account Value$65,765
- 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
- Selection of other advisers (including private fund managers)
- Market timing services
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, VI, VT, WA, WI, WV