Robert Lebeau, financial advisor Charlotte NC

Robert Lebeau

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Robert D. Lebeau
Phone Number: (704)360-3995
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    202
    MILLIONS
  • Total Number of Accounts
    763
    ACCOUNTS
  • Average Account Value
    $265,324
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, NC, NH, NJ, NM, NY, PA, SC, TX, VA

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