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).

Current Firm Details
275 Drum Point Road, Brick, NJ 08723
http://www.investlfs.com
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 Lepore, financial advisor Brick NJ
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 Lepore, financial advisor Brick NJ
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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