Robert Volpe
Robert Volpe is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Holly Springs, NC, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
104 Osterville Drive, Holly Springs, NC, 27540
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2012Customer Dispute
October 2010Employment Separation After Allegations
September 2010Customer Dispute
November 2008Other Business Activities
Robert is involved in several outside business activities, including serving as an officer for multiple homeowners associations and as a partner in various rental real estate and land ownership ventures. These activities require minimal time commitment overall.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.