Lefevre & Associates
Lefevre & Associates (CRD# 122837) is a financial advisory firm headquartered in Palatine, IL. They manage $10,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$1,000,000
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Robert Lefevre (CRD# 4584375) is an Investment Advisor Representative working at Lefevre & Associates in Palatine, IL and has 1 year of experience in the finance industry. Robert Lefevre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.