Stacy
Volpe

Transamerica Financial Advisors, Inc

CRD#4629144
Investment Advisor
in Duluth, GA

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About this Advisor

Stacy Volpe is a financial advisor working in Duluth, Georgia who has 11 years of industry experience. Volpe works at Transamerica Financial Advisors, Inc. Throughout their career, Volpe has worked at Wfg, Humana Health Insurance, Property And Casualty, Aflac, Blue Cross, Foxco Innovations Inc, Stacy Volpe Sole Proprietor, Transamerica Financial Advisors, Inc, Debtmerica, E Commerce and Stacy Volpe, Consultant. Volpe maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia and Texas. Transamerica Financial Advisors, Inc is a registered investment firm based in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 people on staff. It oversees $2 billion in total assets across its 59,659 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company provides a wide range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees usually are based on the services. Fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

11340 Lakefield Dr. Suite 250
Duluth, GA 30097

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

GA Average: $1,855,561,029
Total Number of Employees

1,235

GA Average: 62
Total Number of Accounts

59,659

GA Average: 2,474
Average Account Size

$30,430

GA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Stacy Volpe Work History

Stacy has been registered as a financial advisor for 11 years.*

2022 - Present (2 years)

E Commerce

2022 - Present (2 years)

Stacy Volpe, Consultant

2021 - Present (3 years)

Aflac

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2010 - Present (14 years)

Stacy Volpe Sole Proprietor

2009 - Present (15 years)

Foxco Innovations Inc

2003 - Present (21 years)

Wfg

2020 - 2022 (2 years)

Debtmerica

2008 - 2015 (7 years)

Property And Casualty

2008 - 2017 (9 years)

Aflac

2008 - 2017 (9 years)

Blue Cross

2006 - 2017 (11 years)

Humana Health Insurance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stacy Volpe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Patrick Dailey
Rancho Santa Margarita, CA
Weihua Wu
Irvine, CA
Michael Burns
Braintree, MA
Raul Reyes
Woodland Hills, CA
Diego Conejo
Pasadena, CA
David Winn
Bridgeport, MI
Chad Tacia
San Antonio, TX
Edward Peterson
Plano, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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