Joshua Leppo is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1395 Panther Lane, 205 2nd Fl, Naples, FL, 34109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Joshua coaches athletes through workouts at Ionic CrossFit, a health and wellness business in Bonita Springs, FL. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations38 states
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