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Steven Anthony Bove

Steven A. Bove

LEBRIGH LIFE PLANNERS
OLDSMAR, FL
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CRD#: 2365422
Steven Anthony Bove

Professional summary


Steven Anthony Bove, CFP®, who also goes by Steve A Boue, Steve Anthony Boue, Steve Anthony Bove, is a registered financial advisor currently at LEBRIGH LIFE PLANNERS located in Oldsmar, Florida.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Steven has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Core Areas of Focus


Cash Flow/Budgets/Credit Issues
Estate & Generational Planning Issues
Financial Psychology/Coaching
High Net Worth Client Needs
Insurance Related Issues
Investment Advice with Ongoing Management

Biography


Steven A. Bové is a CFA® charter holder, a Certified Financial PlannerTM practitioner, and President of Lebrigh Life Planners, LLC, a fee-only financial planning and portfolio management firm. Mr. Bové holds a Masters degree from the College for Financial Planning. Mr. Bové is a member of the CFA Institute and a NAPFA - Registered Financial Advisor.

Question & Answer


What are your service offerings?
Insurance Planning
Retirement Planning
Health Care
Education Planning
Comprehensive Financial Planni...
Estate Planning
Investment Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases


Steve A Boue | Steve Anthony Boue | Steve Anthony Bove

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Steven Anthony Bove's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 1993

Experience


Current

July 12, 2004 - Present

LEBRIGH LIFE PLANNERS

RIA
CRD#: 132060
OLDSMAR, FL
Past

November 30, 1993 - July 13, 2001

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(10/18/2007)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/6/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LEBRIGH LIFE PLANNERS
LEBRIGH LIFE PLANNERS
LEBRIGH LIFE PLANNERS | LEBRIGH LIFE PLANNERS, LLC

CRD#: 132060 / SEC#:

Florida
Registered Investment Advisory firm - (10/18/2007 Approved)
New Jersey
Registered Investment Advisory firm - (10/5/2009 Terminated)
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Contact information


Main Address
Oldsmar, FL
Mailing Address
Phone number
(813) 891-9599
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts3
AUM (Assets Under Management)$ 5,797,457

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEBRIGH LIFE PLANNERS

LEBRIGH LIFE PLANNERS

CRD#: 132060Oldsmar, FL

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Contact information


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