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Glenn Maynard Lepene

Independence Financial Advisors, LLC

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About Glenn Maynard Lepene

Glenn Maynard Lepene is a financial advisor associated with Independence Financial Advisors, LLC in Rochester, NH. Glenn has been in the securities industry since September 1995. Glenn is registered with the state of Maine and New Hampshire.

Firm Information

Glenn Lepene is currently registered with Independence Financial Advisors, LLC. Independence Financial Advisors, LLC is an independent financial advisor firm located in Franklin, NH. The firm manages over $432 million in assets for individuals, corporations, pension plans and high-net-worth clients. The firm provides financial planning, portfolio management, and fixed/fixed-index annuity products.
Independence Financial Advisors, LLC

402 CENTRAL STREET

FRANKLIN, NH 03235

$432.94M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advertisement and sale of fixed/ fixed-index annuity products

Advertisement and sale of fixed/ fixed-index annuity products

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

One-time project fees

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Glenn Lepene’s Registration & Firm History

NH

03/17/2015 - Present

Independence Financial Advisors, LLC (ROCHESTER NH)

IN

09/20/1995 - 04/08/1997

CHUBB SECURITIES CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 06/08/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Glenn Maynard Lepene.
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