Louis R. Fevrin

LEGACY INVESTMENT ADVISORS

VOORHEES, NJ 08043

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CRD#: 4039506

Professional summary

Louis Robert Fevrin is a registered financial advisor currently at LEGACY INVESTMENT ADVISORS, LLC located in Voorhees, New Jersey and STURDIVANT & CO. INC located in Voorhees, New Jersey.

Louis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Louis has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Louis Fevrin Insurance Agency, it is not investment related, 129 East Delaware Canal Ct., Middletown, DE 19709. Owner of business. Start of relationship 1/1/2021, Approx number of hours/month devoted 15-30 hrs week. Calling and quoting prospects, selling insurance. Streaming4uNow is a streaming business. It is not investment related. 129 East Delaware Canal Ct. Middletown, DE 19709. Owner of business. Start of relationship, February 2023. Approx number of hours devoted 1-3 hrs week, mostly weekends. Crossfit Bear. coaching and not investment related. 106 Carson Drive, Bear, DE 19701. Work as a coach. Start of relationship February 2023. Approx number of hours devoted is 3 hours per week, evenings.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louis Robert Fevrin'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®

None

Experience

Current

February 9, 2023 - Present

LEGACY INVESTMENT ADVISORS, LLC

Office #1: 603 Sheppard Road, Voorhees, NJ 08043

RIA

CRD#: 144477

VOORHEES, NJ

Current

January 19, 2021 - Present

STURDIVANT & CO. INC

Office #1: 603 Sheppard Road, Voorhees, NJ 08043

CRD#: 24583

VOORHEES, NJ

Past

March 6, 2013 - December 11, 2020

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

MILFORD, DE

Past

January 12, 2010 - December 31, 2012

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

RIA

CRD#: 128716

WEST LONG BRANCH, NJ

Past

January 11, 2010 - December 31, 2012

OSAIC WEALTH, INC.

CRD#: 23131

WEST LONG BRANCH, NJ

Past

June 1, 2009 - December 8, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MATAWAN, NJ

Past

May 11, 2009 - December 8, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MATAWAN, NJ

Past

November 16, 2004 - April 15, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

EDISON, NJ

Past

February 14, 2003 - February 25, 2003

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

February 12, 2003 - August 26, 2004

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

April 9, 2001 - February 14, 2003

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

December 12, 2000 - April 20, 2001

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(2/1/2023)

IAR

Delaware
(6/8/2023)

New Jersey
(1/19/2021)

IAR

New Jersey
(2/9/2023)

IAR

Pennsylvania
(6/14/2023)

IAR

Texas
(9/25/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/26/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/11/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/7/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/11/2000

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

Investors' Exchange LLC

Current Firm

LEGACY INVESTMENT ADVISORS, LLC

CRD#: 144477 / SEC#:

Delaware

Registered Investment Advisory firm - (6/8/2023 Approved)

New Jersey

Registered Investment Advisory firm - (1/25/2021 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/25/2021 Approved)

Texas

Registered Investment Advisory firm - (9/8/2023 Conditional Restricted)

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Contact information

Main Address

603 Sheppard Road, Voorhees, NJ 08043

Mailing Address

Phone number

(856) 751-7909

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	79
AUM (Assets Under Management)	$ 27,008,703

Red Flags

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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Firm Stability Insights

Louis R. Fevrin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louis Robert Fevrin's CRS (Customer Relationship Summary).

Certified licenses

Experience

STURDIVANT & CO. INC

ALLSTATE FINANCIAL SERVICES, LLC

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

EQUITABLE DISTRIBUTORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE DISTRIBUTORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2023

Series 63

Date: 6/11/2001

SIE

Date: 10/1/2018

Series 7

Date: 5/7/2009

Series 6

Date: 12/11/2000

FINRA

Investors' Exchange LLC

Current Firm

LEGACY INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEGACY INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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