Brenan
Volpe

Good Life Advisors, LLC

CRD#6593129
Investment Advisor
in Fuquay Varina, NC

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About this Advisor

Brenan Volpe is a financial advisor based in Fuquay Varina, North Carolina, working with Good Life Advisors, LLC. Brenan has previously held positions at Raymond James Financial Services, Dish One, Raymond James Financial Services Advisors Inc, Dishone, Volpe Holdings LLC, Sterling Fox Financial, and Lpl Financial, LLC. Brenan has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Brenan is part of Good Life Advisors, LLC, which operates out of Fuquay Varina, North Carolina. The firm has 52 offices and 138 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Good Life Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Fuquay Varina, NC

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Good Life Advisors, LLC Brokerage Details

Total Assets Under Management

$2,896,014,017

NC Average: $15,833,994,310
Total Number of Employees

138

NC Average: 41
Total Number of Accounts

16,544

NC Average: 3,342
Average Account Size

$175,049

NC Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brenan Volpe Work History

2022 - Present (3 years)

Lpl Financial, LLC

2018 - Present (7 years)

Volpe Holdings LLC

2018 - Present (7 years)

Volpe Holdings LLC

2016 - 2022 (6 years)

Raymond James Financial Services Advisors Inc

2016 - 2017 (1 year)

Dishone

2016 - 2022 (6 years)

Sterling Fox Financial

2015 - 2022 (7 years)

Raymond James Financial Services

2009 - 2015 (6 years)

Dish One

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brenan 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 Good Life Advisors, LLC

Brian Tillotson
Southlake, TX
Richard Blaha
Reading, PA
James Kaiser
Bridgeville, PA
Charles Elhoff
Reading, PA
Lisa Evans
Reading, PA
Steven Jones
Morehead City, NC
Jeffrey Matthews
Reading, PA
Sean Mest
Reading, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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