RL
CFP
RL
CFP

Robert Lepore

15 Years of Experience
Manasquan, NJ

Robert Lepore is a CFP-designated registered investment advisor at Lepore Financial Services LLC, based in Manasquan, NJ, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $2.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$2.9M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2415 Riverside Terrace, Manasquan, NJ, 08736

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lepore Financial Services LLC
March 2011 - Present · 15 yrs 1 mo
Previous Registrations
Ridgeway Conger Advisory Services
June 2010 - April 2011 · 10 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert Lepore - Financial Advisor | TrueAdvisor