David Lepley, financial advisor Spanish Fort AL

David Lepley

CRD Number: 6475480
Current Firm: Edward Jones

David Lepley (CRD# 6475480) is an Investment Advisor Representative working at Edward Jones in Spanish Fort, AL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO May 2021 - Current 2
Wells Fargo Clearing Services, LLC Mobile, AL May 2019 - May 2021 2
Edward Jones Mobile, AL Apr 2015 - Apr 2019 4
Us Coast Guard Mobile, AL Jan 1994 - Apr 2015 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2015
Contact Info for David S. Lepley
Phone Number: 314-515-2000
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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