Lepore Financial Services LLC

Lepore Financial Services LLC (CRD# 156530) is a financial advisory firm headquartered in Point Pleasant Beach, NJ. They manage $3,700,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $308,333
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
Robert F. Lepore
CRD#: 1091940
1221 Dorsett Dock Rd., Point Pleasant Beach, NJ 08742
96
Wealthminder
score

Robert Lepore (CRD# 1091940) is an Investment Advisor Representative working at Lepore Financial Services LLC in Point Pleasant Beach, NJ and has over 32 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.

2
Frank T. Lepore
CRD#: 5960958
1221 Dorsett Dock Rd., Point Pleasant Beach, NJ 08742
90
Wealthminder
score

Frank Lepore (CRD# 5960958) is an Investment Advisor Representative working at Lepore Financial Services LLC in Point Pleasant Beach, NJ and has over 5 years of experience in the finance industry.

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