LL
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Larry Leppo is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 44 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
1395 Panther Lane, 205 2nd Fl, Naples, FL, 34109
Get directionsHistory
Regulatory History (2)
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Customer Dispute
January 2026Denied
Customer Dispute
October 1992Award / Judgment
Other Business Activities
Larry owns Leppo Wealth Management, LLC, and is transitioning to Finet Practice. He spends minimal time (4 hours per month) on this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2025 - Present · 11 mos
Wells Fargo Advisors
June 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Advisors
January 2008 - June 2025 · 17 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - June 2025 · 17 yrs 5 mos
A. G. Edwards & Sons, INC.
July 1994 - January 2008 · 13 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
September 1990 - January 2008 · 17 yrs 4 mos
Jesup, Josephthal & CO., INC.Broker
May 1990 - November 1990 · 6 mos
Josephthal & CO., IncorporatedBroker
January 1988 - May 1990 · 2 yrs 4 mos
Shearson Lehman Hutton INC.Broker
August 1986 - February 1988 · 1 yr 6 mos
L. F. Rothschild, Unterberg, Towbin, INC.Broker
January 1986 - August 1986 · 7 mos
Lehman Brothers Kuhn Loeb IncorporatedBroker
October 1983 - June 1984 · 8 mos
Shearson Lehman Brothers INC.Broker
October 1983 - January 1986 · 2 yrs 3 mos
First Jersey Securities, INC.Broker
August 1981 - May 1983 · 1 yr 9 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAHIIAILINKYMAMDMEMIMNMOMSNCNHNJNVNYOHORPARISCSDTNTXVAVTWAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.