Glenn Lepene, financial advisor Rochester NH

Glenn Lepene

CRD Number: 2628205
Current Firm: Independence Financial Advisors, LLC

Glenn Lepene (CRD# 2628205) is an Investment Advisor Representative working at Independence Financial Advisors, LLC in Rochester, NH and has over 28 years of experience in the finance industry. Glenn Lepene 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
Independence Financial Advisors, LLC Rochester, NH Jan 2015 - Current 9
Gml Financial Advisory Services, LLC Rochester, NH Aug 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
Contact Info for Glenn M. Lepene
Phone Number: 603-934-4445
Firm Website: http://www.ifa-nh.com
Registered State(s):
  • ME
  • NH
By the Numbers
  • Total Assets Under Management
    349
    MILLIONS
  • Total Number of Accounts
    2,578
    ACCOUNTS
  • Average Account Value
    $135,419
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Other
Types of Clients
Registered States

AZ, FL, MA, ME, NH, SC

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