Anthony Lepore, financial advisor Naples FL
93 score

Anthony Lepore

CRD 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.

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Company Name Location Dates Years
J.w. Coons Advisors, LLC Naples, FL Feb 2011 - Current 5
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
Contact Info for Anthony P. Lepore
Phone Number: 614-918-3500
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    328
    MILLIONS
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $1,197,745
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, KY, MI, OH, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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