Unclaimed
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).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
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
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
Active
Inactive
F
FINRA
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