Robert Lepore, financial advisor Brick NJ

Robert Lepore

CRD Number: 1091940
Current Firm: Lepore Financial Services LLC

Robert Lepore (CRD# 1091940) is an Investment Advisor Representative working at Lepore Financial Services LLC in Brick, NJ and has over 39 years of experience in the finance industry. Robert Lepore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ridgeway & Conger, Inc. New Woodstock, NY Jan 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
Contact Info for Robert F. Lepore
Phone Number: 732-779-8554
Firm Website: http://www.investlfs.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $168,101
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NJ

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