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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Volpe is an Investment Advisor Representative at Wescott Financial Advisory Group LLC. Richard Volpe is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT™. Richard Volpe has been in the financial services industry for over 40 years. Richard Volpe specializes in providing financial planning, portfolio management, and asset allocation services to individuals, families, and institutions. Richard Volpe is committed to providing his clients with personalized, objective advice to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation, family office solution services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
01/13/2022 - Present
Wescott Financial Advisory Group LLC (PHILADELPHIA PA)
GA
02/06/1997 - 04/20/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
05/15/1987 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
09/30/1986 - 06/09/1987
FSC SECURITIES CORPORATION
NA
02/20/1976 - 10/14/1986
IDS LIFE INSURANCE COMPANY
NA
02/20/1976 - 10/14/1986
IDS MARKETING CORPORATION
NA
02/20/1976 - 10/10/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 02/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1976
Series 1 - Registered Representative Examination
Active
Inactive
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