Mathew
Lepak
Flaharty Asset Management, LLC
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About this Advisor
Mathew Lepak is a financial advisor based in Punta Gorda, Florida, working with Flaharty Asset Management, LLC. Mathew has previously held positions at Lpl Financial, LLC, Private Advisor Group, LLC, Flaharty Asset Management, LLC, Doyle Wealth Management, Inc, Gulf Coast Bamboo, National Investment Services, Keller Williams Classic Group, and My Friend In Finance. Mathew has passed the Series 66, Series 65, and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Mathew is part of Flaharty Asset Management, LLC, which operates out of Punta Gorda, Florida. The firm has 1 office and 11 employees. The firm manages assets totaling $761.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Flaharty Asset Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flaharty Asset Management, LLC Brokerage Details
$761,160,791
11
2,006
$379,442
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mathew Lepak Work History
Lpl Financial, LLC
Flaharty Asset Management, LLC
Private Advisor Group, LLC
Keller Williams Classic Group
Doyle Wealth Management, Inc
My Friend In Finance
National Investment Services
Gulf Coast Bamboo
Disclosures
Please visit the SEC profile of Mathew Lepak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Flaharty Asset Management, LLC
Clearwater, FL
Clearwater, FL
Punta Gorda, FL
Clearwater, FL
Clearwater, FL
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