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).
Total Assets Under Management4MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$308,333
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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.
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.