Lepore Financial Services LLC
Lepore Financial Services LLC (CRD# 156530) is a financial advisory firm headquartered in Brick, NJ. They manage $1,681,005 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management2MILLION
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Total Number of Accounts10ACCOUNTS
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Average Account Value$168,101
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NJ
Frank Lepore (CRD# 5960958) is an Investment Advisor Representative working at Lepore Financial Services LLC in Brick, NJ and has over 12 years of experience in the finance industry.
Robert Lepore (CRD# 1091940) is an Investment Advisor Representative working at Lepore Financial Services LLC in Brick, NJ and has over 39 years of experience in the finance industry. Robert Lepore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.