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Frank + Lepore - Financial Advisor in Fairfield, NJ

Paladin Research Report For:

Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300
Fairfield, NJ 07004
973-244-4237

General Information

Firm Start Year
  • 1980
No.of Employees
  • 100-499
CRD#
  • 4695659
Name of Broker/Dealer
  • LPL Financial
States Licensed in
  • all States
Years of Experience in Financial Services
  • 18
Number of Years with Current Firm
  • 18

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • Certified in Long-Term Care (CLTC)
Securities Licenses
  • Series 66, Series 65, Series 6, Series 7
Insurance and Annuity Licenses
  • Disability, Annuity, Health, Life, Variable Annuity, Variable Life, Long Term Care

Compensation and Fees

Fee Structure
  • Fee-Only
Compensation Methods
  • Flat Fee
Minimum Fee Charged for Managed Accounts
  • .25
Minimum Fee Charged for Hourly Planning Accounts
  • 1.50

Disclaimer

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MN, MT, NC, ND, NE, NJ, NH, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, SC, SD, UT, VA, VT, WA, WI, WY

BASIC INFORMATION NEEDED FOR THE INQUIRY