Victoria Lepore
Victoria Lepore is a registered investment advisor at Janney Montgomery Scott LLC, based in Lutherville (Greenspring), MD, with 35 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
2328 W. Joppa Road, Suite 100, Lutherville (Greenspring), MD, 21093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Victoria is a 25% owner of Shore Fun LLC, which owns a condo in Ocean City, MD, used for rental and family purposes. This activity takes about a quarter of Victoria's time and is not investment-related.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Wachovia Capital Markets, LLCBroker
Wachovia Securities, LLCBroker
Db Alex. Brown LLCBroker
Deutsche Bank Securities INC.Broker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
First Fidelity Brokers, INC.Broker
Baltimore Bancorp Investment Services, INC.Broker
Hamilton Investments, INC.Broker
Signet Investment CorporationBroker
State Registrations51 states
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.