BV
CFP
BV
CFP

Brenan Robert Volpe

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingTax PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

2395 Lancaster Pike, Reading, PA, 19607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brenan is involved in several business activities, including real estate rentals, notary services, and Citadel Financial LLC/Planning. He also provides investment advisory services through Good Life Advisors, LLC, dedicating about a quarter of his time, and works as a non-variable insurance agent for The Cason Group, spending minimal time on this.

Employment History
Current Registrations
Good Life Advisors, LLC
January 2023 - Present · 3 yrs 1 mo
LPL Financial LLC
September 2022 - Present · 3 yrs 5 mos
LPL Financial LLCBroker
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
LPL Financial LLC
September 2022 - February 2023 · 5 mos
Raymond James Financial Services Advisors, INC
February 2016 - September 2022 · 6 yrs 7 mos
Raymond James Financial Services, INC.Broker
January 2016 - September 2022 · 6 yrs 8 mos
State Registrations25 states
AZCACOCTDCFLIAIDILINKSLAMONCNMNYOHORSDTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.