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Brenan Robert Volpe

Good Life Advisors, LLC

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About Brenan Robert Volpe

Brenan Robert Volpe is a financial advisor registered with Good Life Advisors, LLC and has been in the industry since January 5, 2016. Volpe holds the Series 66, Series 7, and SIE licenses. Volpe has a designation as a Certified Financial Planner. Volpe provides financial planning, educational seminars, and publication of periodicals. In addition to working at Good Life Advisors, LLC, Volpe also works with The Cason Group, Citadel Event and Co-Working, Volpe Holdings LLC, and Citadel Financial Planning.

Firm Information

Brenan Volpe is currently registered with Good Life Advisors, LLC. Good Life Advisors, LLC is a financial advisory firm based in Reading, PA. They provide a wide range of advisory services, including financial planning, portfolio management for individuals, and educational seminars. The firm has a strong focus on serving high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. They manage over $2.9 billion in assets and have over 100 investment advisor representatives and licensed agents on staff.
Good Life Advisors, LLC

2395 LANCASTER PIKE

READING, PA 19607

$2.90B

Assets Under Management

Not reported

Total Clients

90

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Planning subscription fee

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Brenan Volpe’s Registration & Firm History

PA

01/25/2023 - Present

Good Life Advisors, LLC (READING PA)

NC

01/06/2016 - 09/13/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (HOLLY SPRINGS NC)

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Licenses & Designations

BOTH

Issued 02/11/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brenan Robert Volpe.
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