Robert LebeauCRD Number: 304821
Current Firm: Crown Wealth Group LLC
Robert Lebeau (CRD# 304821) is an Investment Advisor Representative working at Crown Wealth Group LLC in Charlotte, NC and has over 42 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Crown Wealth Group LLC||Galisteo, NM||Jan 2022 - Current||< 1|
|Axiom Capital||Nyc, NY||Apr 2014 - Dec 2021||7|
|Ubs Financial Services Inc.||New York, NY||Mar 2008 - Jun 2014||6|
|Ubs||Nyc, NY||Nov 2008 - Apr 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1980|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management202MILLIONS
Total Number of Accounts763ACCOUNTS
Average Account Value$265,324
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, NC, NH, NJ, NM, NY, PA, SC, TX, VA
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