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).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $168,101
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Lepore Financial Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Frank T. Lepore
CRD#: 5960958
275 Drum Point Road, Brick, NJ 08723

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.

2
Robert F. Lepore
CRD#: 1091940
275 Drum Point Road, Brick, NJ 08723

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.