Kenneth Lepore, financial advisor Tucson AZ
89 score

Kenneth Lepore

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Gf Investment Services, LLC Sarasota, FL May 2015 - Current 1
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
Contact Info for Kenneth Lepore
Phone Number: 520-269-4003
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    71
    MILLIONS
  • Total Number of Accounts
    1,764
    ACCOUNTS
  • Average Account Value
    $40,453
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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