Louis Desepoli (CRD# 3147277) is an Investment Advisor Representative working at Commonwealth Financial Network in Salem, SC and has over 25 years of experience in the finance industry.
CRD# 6714168
Edward Jones
CRD# 6620152
Strategic Blueprint, LLC
CRD# 1856611
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Financial Advisory Group | Port Jefferson Station, CA | Dec 2023 - Current | < 1 |
| Commonwealth Financial Network | Waltham, MA | Dec 2023 - Current | < 1 |
| Louis J Desepoli Cpa | Center Moriches, NY | Jan 1997 - Current | 27 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2013 - Dec 2023 | 10 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2013 - Dec 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
- SC
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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