RL
Robert J. Lefevre
LEFEVRE & ASSOCIATES
PALATINE, IL
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CRD#: 4584375
RL
Professional summary
Robert Joseph Lefevre, CFP® is a registered financial advisor currently at LEFEVRE & ASSOCIATES located in Palatine, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 1 firm .
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.
LEFEVRE & ASSOCIATES, NO, 122 W IMPERIAL CT PALATINE IL 60067, PUBLIC ACCOUNTING PRACTICE
PRINCIPAL, OWNER, 09/1990, 150, 120, ACCOUNTING AND INCOME TAX PREPARATION SERVICES
CRS (Client Relationship Summary) - RIA
Click below to view Robert Joseph Lefevre'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: 2002
Experience
Current
April 3, 2002 - Present
LEFEVRE & ASSOCIATES
RIA
CRD#: 122837
PALATINE, IL
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
Illinois(4/3/2002)
Exams
Current Firm
L&
LEFEVRE & ASSOCIATES
LEFEVRE & ASSOCIATES | LEFEVRE, ROBERT, JOSEPH DBA LEFEVRE & ASSOCIATES
CRD#: 122837 / SEC#:
Illinois
Registered Investment Advisory firm - (4/3/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Palatine, IL
Mailing Address
122 W Imperial Ct, Palatine, IL 60067
Phone number
(847) 705-9067
Established
Firm type
Fiscal year end
# of Employees
0
Red Flags
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