Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
Years of Experience
5-20+ Years
Orlando, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
Joseph Volpe is a financial advisor who has been working in the industry since 2014. Joseph is currently registered with Charles Schwab & Co., Inc. and has been with the firm since May 2015. Prior to that, Joseph was with Edward Jones. Joseph is licensed to provide investment advice in several states, including California and Florida. Joseph holds several professional licenses, including Series 66, 10, 9, 7, and SIE.
SPECIALIZATIONS
Orlando, FL
2 Years Experience
0 Disclosures
ADVISOR BIO
Bruce Carl Alvarado is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bruce has been in the industry since 2014 and is registered in 11 states. Bruce has passed the Series 7TO, SIE and Series 66 exams. Bruce's firm has been in the investment advisory business for many years and has a strong reputation in the industry.
SPECIALIZATIONS
Orlando, FL
16 Years Experience
0 Disclosures
ADVISOR BIO
Blake Josiah Simpson is a financial advisor associated with Schwab Wealth Advisory, Inc. Blake is registered in 53 states and the District of Columbia, as well as Puerto Rico and the U.S. Virgin Islands. Blake Josiah Simpson has been in the securities industry since March 31, 2008. Blake is also registered with the Financial Industry Regulatory Authority (FINRA). Blake Josiah Simpson is a registered investment advisor representative.
SPECIALIZATIONS
Orlando, FL
16 Years Experience
0 Disclosures
ADVISOR BIO
Jacob Randall Godfrey is a financial advisor with over 14 years of experience in the industry. Jacob has held several positions at various financial institutions, including Concourse Financial Group Securities, Inc., Waddell & Reed, and Trustmont Financial Group, Inc. Jacob is currently an Investment Advisor Representative at International Assets Investment Management, LLC. He specializes in portfolio management for individuals and businesses. Jacob holds Series 7, 63, and 65 licenses, as well as the SIE and Series 52TO licenses. He is registered in Florida and Texas. Jacob is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
Orlando, FL
42 Years Experience
0 Disclosures
ADVISOR BIO
Richard Robert Fulton is a financial advisor in Orlando, FL. Richard has been in the financial services industry since 1982. He is currently registered with International Assets Investment Management, LLC, and has been registered with them since 2016. Before joining International Assets Investment Management, LLC, Richard worked at Morgan Stanley, Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Smith Barney, Harris Upham & Co., Incorporated, Kemper Securities Group, Inc., Prescott, Ball & Turben, Inc., Gulfstream Financial Associates, Inc., Palm Beach Financial, Inc., Vandeman & Fulton Securities, Inc., and First Jersey Securities, Inc.. Richard holds the Series 7, Series 63 and Series 65 licenses. Richard also has the SIE Exam designation.
SPECIALIZATIONS
Orlando, FL
26 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Damiano is an active investment advisor. Christopher is registered in 52 states and has been in the industry since 1998. Christopher's current employer is Truist Advisory Services, Inc. Christopher has been with Truist Advisory Services, Inc. since September 2016. Prior to joining Truist Advisory Services, Inc., Christopher was employed by New England Securities, Raymond James Financial Services, Inc., and SunTrust Investment Services, Inc. Christopher holds Series 6, 7, 26, 63, and 66 licenses.
SPECIALIZATIONS
Orlando, FL
13 Years Experience
0 Disclosures
ADVISOR BIO
Paige Brach is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated and has been in the industry since May 2011. Paige is licensed to provide investment advice in 37 states and is also registered as an investment advisor representative in 2 states. Paige has passed the Series 66, Series 7, and the SIE exam. Paige specializes in providing investment advice to individuals, businesses, pension plans, insurance companies, charitable organizations, and state or municipal government entities. Paige's current firm is Merrill Lynch, Pierce, Fenner & Smith Incorporated. This firm has approximately 10 billion to 50 billion dollars in assets under management.
SPECIALIZATIONS
