Kenneth LeporeCRD Number: 1356913
Current Firm: Secure Investment Management, LLC
Kenneth Lepore (CRD# 1356913) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 4 years of experience in the finance industry.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuso Financial Services, LP
|Gf Investment Services, LLC||Sarasota, FL||May 2015 - Current||2|
|Secure Investment Management, LLC||Tucson, AZ||Nov 2014 - Current||2|
|J.d. Mellberg Financial, LLC||Tucson, AZ||Nov 2014 - Current||2|
|Annexus||Scottsdale, AZ||Jan 2014 - Nov 2014||< 1|
|Corecap Investments, Inc.||Scottsdale, AZ||Jul 2013 - Dec 2013||< 1|
|Protective Wealth Management||Scottsdale, AZ||May 2013 - Dec 2013||< 1|
|Secure Investment Management, LLC||Tucson, AZ||Jan 2013 - May 2013||< 1|
|J.d. Mellberg Financial||Tucson, AZ||Jan 2013 - May 2013||< 1|
|Hardin Compliance Consulting||Phoenix, AZ||Feb 2012 - Dec 2012||< 1|
|Infinet Securities, LLC||Scottsdale, AZ||Jun 2011 - Feb 2012||< 1|
|Scottsdale Capital Advisors||Scottsdale, AZ||Oct 2010 - Jun 2011||< 1|
|Self Empolyed||Phoenix, AZ||May 2010 - Oct 2010||< 1|
|Unemployed||Germantown, TN||Oct 2009 - May 2010||< 1|
|First Tennessee Brokerage, Inc.||Memphis, TN||Jul 2006 - Oct 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2013|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management71MILLIONS
Total Number of Accounts1,764ACCOUNTS
Average Account Value$40,453
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.