Featured Business Financial Advisor in Fairfield, NJ
Fairfield Financial Advisors
Bleakley Financial Group
100 Passaic Avenue, Suite 300
Fairfield, NJ 07004
(973) 244-4237
“A Focused Mission from a Trusted Partner”
Advisor Profile
Frank Lepore
Name:  Frank Lepore
Phone Number:  (973) 244-4237
Website:  Visit Website
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

About Bleakley Financial Group

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 situation.

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.

General Information

CRD#:    4695659
Name of Broker/Dealer:    LPL Financial
States Licensed in:    all States
States Willing to do Business in:    Alpine,Basking Ridge,Bedminster,Bergenfield,Berkeley Heights,Bernardsville,Blauvelt,Bloomfield,Boonton,Cedar Grove,Cedar Knolls,Chatham,Denville,Dover,East Hanover,Elmwood Park,Englewood Cliffs,Essex Fells,Fair Lawn,Far Hills,Flanders,Florham Park,Franklin,Franklin Lakes,Glen Ridge,Glen Rock,Hackensack,Hoboken,Hopatcong,Jersey City,Lake Hiawatha,Lake Hopatcong,Little Falls,Little Ferry,Livingston,Long Island City,Madison,Maplewood,Mendham,Metuchen,Millburn,Montclair,Montvale,Montville,Morris Plains,Morristown,Mount Tabor,Mountain Lakes,New Providence,New York,North Bergen,Nyack,Paramus,Parsippany,Plainfield,Pomona,Pompton Lakes,Pompton Plains,Randolph,Ridgefield,Ridgefield Park,Ridgewood,Riverdale,Rockaway,Roseland,Scotch Plains,Short Hills,South Orange,Springfield,Summit,Tenafly,Totowa,Towaco,Tuxedo Park,Wayne,West Milford,Westfield,Whippany,Woodbridge,Woodside,Wyckoff
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    12

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified in Long-Term Care (CLTC)
Securities Licenses:    Series 6, Series 66, Series 65, Series 7
Insurance and Annuity Licenses:    Disability, Variable Life, Long Term Care, Variable Annuity, Annuity, Health, Life


Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record

Compensation and Fees

Fee Structure:    I am a Fee-Only financial professional
Compensation Methods:    Flat Fee
Minimum Fee Charged for Managed Accounts:    .25
Minimum Fee Charged for Hourly Planning Accounts:    1.50
Prepared By: Frank Lepore

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