Joseph
Volpi

Allstate Financial Advisors, LLC

CRD#5022350
Investment Advisor
in Nashville, TN

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About this Advisor

Joseph Volpi is a financial advisor based in Nashville, Tennessee, working with Allstate Financial Advisors, LLC. Joseph has previously held positions at Thrivent Investment Management Inc, Thrivent Financial, Allstate Insurance Company, and Campbellsville University. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kentucky. Currently, Joseph is part of Allstate Financial Advisors, LLC, which operates out of Nashville, Tennessee. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

5550 Franklin Pike Ste 103
Nashville, TN 37220-2139

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

TN Average: $1,978,216,465
Total Number of Employees

350

TN Average: 226
Total Number of Accounts

189

TN Average: 7,467
Average Account Size

$328,756

TN Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Joseph Volpi Work History

2019 - Present (5 years)

Allstate Insurance Company

2017 - 2020 (3 years)

Campbellsville University

2014 - 2019 (5 years)

Thrivent Investment Management Inc

2014 - 2014 (< 1 year)

Thrivent Financial

2014 - 2019 (5 years)

Thrivent Financial

Disclosures

Please visit the SEC profile of Joseph Volpi 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 Allstate Financial Advisors, LLC

Michael Khoury
Long Beach, CA
Michelle Kiehne
Grover, MO
Shannon Smith
Lincoln, NE
Brandon Henry
Lithonia, GA
Jennifer Sackett
Sun City Center, FL
Peter Lopresti
Chester, NY
Travis Work
Omaha, NE
Ryan Paris
Englewood, CO

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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