Steven Anthony Bove
CFP®Professional Summary
Steven Anthony Bove, CFP®, who also goes by Steve A Bove, Steve Anthony Bove, is a registered financial advisor currently at LEBRIGH LIFE PLANNERS located in Trinity, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Risk Management & Insurance
- Retirement Planning
- Health Care & Long-Term Care Planning
- Education Funding
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Cashflow & Budgeting
Specializations
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.
Other Aliases
Steve A Bove, Steve Anthony Bove
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
LEBRIGH LIFE PLANNERS | LEBRIGH LIFE PLANNERS, LLC
Contact Information
Main Address
Trinity, FLPhone Number
(813) 891-9599# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
4AUM (Assets Under Management)
$5,988,741Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/18/2007)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Steven Anthony Bove's CRS (Customer Relationship Summary).
Services Offered by Steven
- Risk Management & Insurance
- Retirement Planning
- Health Care & Long-Term Care Planning
- Education Funding
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Cashflow & Budgeting
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