Giovanni Attilio Volpe

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 04/2025
  Raymond James & Associates
  Farmington Hills, MI
• 04/2025 → Present
  Lpl Financial Llc
  Troy, MI

Previous Registrations

• 2015-08-26 → 2025-04-23
  Raymond James & Associates, Inc.
  Farmington Hills, MI
  Bloomfield Hills, MI
• 2012-06-05 → 2015-08-28
  Wells Fargo Clearing Services, Llc
  Troy, MI
• 2003-01-21 → 2012-06-04
  Spc
  Washington Township, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-20
• S63 Uniform Securities Agent State Law Examination
  1994-08-26

Other Names

• John Volpe
• Giovanni Attilio Volpe
• Giovanni Volpe