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 holds a series 7, 66, through LPL Financial, and is also certified in Long-Term Care.
Bleakley Financial Group offers individuals, families and business owners independent financial
planning and wealth management advice in a small team environment. Our advisory model is based on
a disciplined financial planning process that addresses the full complexity of your financial
Specialized Teams and Individual Attention
We built our advisory team from the ground up to provide you with an independent option for your financial planning and wealth management needs. The strength and size of our infrastructure gives us the bandwidth to solve sophisticated financial situations while keeping our advisor to client ratio low.
Comprehensive Financial Planning and Wealth Management
We want to help protect what is important to you, improve your life and secure your family's future. Our method as your financial partner is to provide a truly comprehensive solution, working in close collaboration with your legal and accounting advisors to make recommendations within the infrastructure of a financial plan.
Culture of Client Service Excellence
Our firm's culture is rooted in service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together to bring you the strategies, products and guidance we believe serve your best interest.
|Firm Start Year:||1980|
|Name of Broker/Dealer:||LPL Financial|
|States Licensed in:||all States|
|Number of Years with Current Firm:||18|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Disability, Health, Life, Long Term Care, Variable Life, Variable Annuity|
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|
|Organization:||Montclair State University Montclair|
|Duration :||01-01-2008-Currently holding|
How do you charge for your services?
Financial Planning, Estate Planning, Retirement Planning, College Planning, Insurance Planning
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Yes with the support from my team members
How many clients do you currently manage?
Asset Based or Flat Fee
Have you ever been charged with any breaches?
|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|
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|East Hanover||Elmwood Park|
|Englewood Cliffs||Essex Fells|
|Fair Lawn||Far Hills|
|Glen Ridge||Glen Rock|
|Lake Hiawatha||Lake Hopatcong|
|Little Falls||Little Ferry|
|Livingston||Long Island City|
|Mount Tabor||Mountain Lakes|
|New Providence||New York|
|Pompton Lakes||Pompton Plains|
|Short Hills||South Orange|