Robert Joseph Lefevre

Employer firm

Lefevre & Associates CRD 122837

5 advisory clients

Reported services (Item 5G)

Financial planning

From the firm’s Form ADV. Read the guides:

Item 5F — Regulatory AUM
Item 5G — Advisory services
Full firm profile

Current Employers

Lefevre & Associates

Palatine, IL • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2002-04-03

IL RA
APPROVED

Since 2002-04-03

Branch Locations

Palatine, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lefevre & Associates	Palatine	IL	09/1990	Present

09/1990 → Present

Lefevre & Associates

Palatine, IL

Other Businesses

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

Designations

Certified Financial Planner

View on SEC IAPD