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Kenneth Lepore

Integrity Advisory Solutions

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About Kenneth Lepore

Kenneth Lepore is a registered investment advisor representative with Integrity Advisory Solutions. Kenneth has been in the financial services industry since 1991. Kenneth has held positions with several firms including G.F. Investment Services, LLC, CORECAP INVESTMENTS, INC., and Scottsdale Capital Advisors Corp. Kenneth has a wide range of experience in financial planning and portfolio management, including experience working with high-net-worth individuals. Kenneth is also a registered representative with the state of California and is a member of the Financial Industry Regulatory Authority (FINRA).

Firm Information

Kenneth Lepore is currently registered with Integrity Advisory Solutions. Integrity Advisory Solutions is a Dallas, TX-based registered investment advisor with approximately $147,498,323 in regulatory assets under management. The firm provides financial planning, selection of other advisors, and portfolio management for individuals and high-net-worth individuals. Integrity Advisory Solutions also offers consulting services and participates in a wrap fee program. They have a total of 783 accounts, including 783 discretionary accounts and 0 non-discretionary accounts. The firm has 24 licensed agents, 35 investment adviser representatives, 23 registered representatives, 39 investment advisory functions, and 17 adviser representatives for other investment advisors.
Integrity Advisory Solutions

1445 ROSS AVE FL 55

DALLAS, TX 75202

$147.50M

Assets Under Management

Not reported

Total Clients

50

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kenneth Lepore’s Registration & Firm History

TX

05/14/2024 - Present

Integrity Advisory Solutions (DALLAS TX)

AZ

05/15/2015 - 08/03/2016

G.F. INVESTMENT SERVICES, LLC (Tucson AZ)

AZ

07/12/2013 - 12/31/2013

CORECAP INVESTMENTS, INC. (SCOTTSDALE AZ)

AZ

10/08/2010 - 06/03/2011

SCOTTSDALE CAPITAL ADVISORS CORP (SCOTTSDALE AZ)

TN

08/03/2006 - 10/26/2009

FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)

CA

12/14/1999 - 03/06/2006

UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)

CA

02/10/1998 - 12/10/1999

WM FINANCIAL SERVICES, INC. (IRVINE CA)

PA

12/11/1996 - 01/09/1998

PNC BROKERAGE CORP (PITTSBURGH PA)

IL

03/15/1995 - 11/25/1996

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

CA

06/12/1989 - 11/28/1994

ASB FINANCIAL SERVICES (IRVINE CA)

CA

11/18/1987 - 05/04/1989

TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)

NA

01/01/1986 - 11/25/1987

TITAN CAPITAL CORPORATION

NA

08/03/1985 - 12/17/1985

CARIBOU PACIFIC SECURITIES CORPORATION

NA

04/23/1985 - 12/16/1985

AMERICAN DIVERSIFIED EQUITY CORPORATION

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Licenses & Designations

BC

Issued 07/23/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/07/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 11/05/1985

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/18/1985

Series 27 - Financial and Operations Principal Examination

BC

Issued 04/11/1985

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kenneth Lepore. Review regulatory record here.
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