Robert Lefevre is a CFP-designated registered investment advisor at Lefevre & Associates, based in Palatine, IL, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Location
Palatine, IL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is the principal owner of Lefevre & Associates, a public accounting practice, since 1990. He dedicates nearly full-time to providing accounting and income tax preparation services.
Employment History
Current Registrations
Lefevre & Associates
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.