James
Volpe
Archer Investment Corporation
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About this Advisor
James Volpe is a financial advisor based in Henderson, Nevada with a total of 4 years of relevant experience. Volpe is on the advisory team at Archer Investment Corporation. Throughout their career, Volpe has worked at Financial Fitness Group, Inc, H.D. Vest Investment Services, H.D. Vest Insurance Services, Continuum Advisory Group LLC and Archer Investment Corporation. Volpe has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nevada. Archer Investment Corporation is a business that has its headquarters in Carmel, IN. The firm has offices in 84 locations and a total of 87 employees. It manages $603 million in assets under management between its 3,815 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 3,815 client accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors depend on the financial services. Fee types charged by Archer Investment Corporation typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Archer Investment Corporation Brokerage Details
$602,923,205
87
3,815
$158,040
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
James Volpe Work History
James has been registered as a financial advisor for 4 years.*
Continuum Advisory Group LLC
Archer Investment Corporation
Financial Fitness Group, Inc
H.D. Vest Investment Services
H.D. Vest Insurance Services
*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 James 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 Archer Investment Corporation
Carmel, IN
Barrington, IL
Carmel, IN
Carmel, IN
Rosemead, CA
Woodland Hills, CA
Carmel, IN
Bethesda, MD
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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