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Forbes Lists

#26
Florida - South (High Net Worth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
About Larry Leppo
Making a positive impact in families lives since 1981

Larry has dedicated his career to delivering the personalized investment planning services that his clients deserve.

Larry started his financial career in 1981 with AG Edwards in Boston. He continued with AG
Edwards when they became Wachovia Securities, a predecessor firm of Wells Fargo Advisors. Throughout his career, Larry has used the major shifts in the financial industry to developed his fundamental investment knowledge and honed his planning skills. In 2013, 2014, 2015, 2016, 2017, and 2018 Larry earned the Premier Advisor designation whi... Read More

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Asset Summary
As of Jun, 2023
$3M
Min Account Size For New Business
$1-20M
Typical Size Of Households
$5-50M
Typical Net Worth Of Relationships
$459M
Team Assets (Custodied)