Frank Lepore

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About Frank Lepore

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve.

Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.

See Disclosures

General Information

Firm Start Year

1985

No. of Employees

100-499

CRD#

4695659

Firm CRD#

318366

Insurance License#

CA License #0F11615

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial, Charles Schwab, Pershing, and Fidelity

Years of Experience in Financial Services

Number of Years with Current Firm

Advisory Services Provided

Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Qualifications & Membership

Securities Licenses

Series 6, Series 7, Series 65, Series 66

Insurance and Annuity Licenses

Long Term Care, Variable Life, Variable Annuity, Disability, Annuity, Health, Life

Firm Information

Assets Managed by Firm

9,000,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee

Minimum Fee Charged for Managed Accounts

Education

Bachelors of Science - Business

Montclair State University
09/01/1999 -05/01/2003

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1884570/paladinregistry-Bleakley-Financial-Group-detailed-disclosure.html

Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Bleakley Financial Group, a registered investment adviser and separate entity from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Paladin Research Report For:

Bleakley Financial Group