Lauren Pepe, financial advisor Tampa FL
93 score

Lauren Pepe

CRD Number: 5423815
Current Firm: Cetera Investment Advisers LLC

Lauren Pepe (CRD# 5423815) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tampa, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St.cloud, MN Sep 2015 - Current 1
Gte Federal Credit Union Tampa, FL Sep 2015 - Current 1
Cetera Investment Advisers LLC Tampa, FL Sep 2015 - Current 1
Investment Centers Of America Tampa, FL Jan 2014 - Sep 2015 1
T. Rowe Price Investment Services, Inc. Tampa, FL Feb 2010 - Jan 2014 3
T. Rowe Price Tampa, FL Sep 2007 - Feb 2010 2
Pure Water Technology Tampa, FL May 2007 - Aug 2007 < 1
None Tampa, FL Jan 2007 - May 2007 < 1
University Of Tampa Tampa, FL May 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Lauren G. Pepe
Phone Number: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

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

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