Kenneth
Lepore
Integrity Advisory Solutions
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About this Advisor
Kenneth Lepore is a financial advisor based in Burlington, North Carolina, working with Integrity Advisory Solutions. Kenneth has previously held positions at Annexus, Secure Investment Management, LLC, J.D. Mellberg Financial, LLC, Gf Investment Services, LLC, Annexus Securities LLC, Scottsdale Wealth Advisory, LLC, Integrity Marketing Group, LLC, and Integrity Advisory Solutions, LLC. Kenneth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kenneth is part of Integrity Advisory Solutions, which operates out of Burlington, North Carolina. The firm has 13 offices and 39 employees. The firm manages assets totaling $147.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Integrity Advisory Solutions includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Integrity Advisory Solutions Brokerage Details
$147,498,323
39
783
$188,376
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Kenneth Lepore Work History
Integrity Advisory Solutions, LLC
Integrity Marketing Group, LLC
Scottsdale Wealth Advisory, LLC
Annexus Securities LLC
Annexus
Gf Investment Services, LLC
Annexus
Secure Investment Management, LLC
J.D. Mellberg Financial, LLC
Disclosures
Please visit the SEC profile of Kenneth Lepore 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 Integrity Advisory Solutions
Burlington, NC
Cypress, TX
Burlington, NC
Burlington, NC
Peoria, AZ
Sarasota, FL
Burlington, NC
Burlington, NC
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