Anthony LeporeCRD Number: 872743
Current Firm: J.w. Coons Advisors, LLC
Anthony Lepore (CRD# 872743) is an Investment Advisor Representative working at J.w. Coons Advisors, LLC in Naples, FL and has over 37 years of experience in the finance industry.
Lewis Capital Management
H. Beck, Inc.
H.d. Vest Advisory Services, Inc.
|J.w. Coons Advisors, LLC||Naples, FL||Feb 2011 - Current||6|
|Huntington Bank||Naples, FL||Apr 2004 - Feb 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1979|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management328MILLIONS
Total Number of Accounts274ACCOUNTS
Average Account Value$1,197,745
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, KY, MI, OH, TX