Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lebeau is an investment advisor representative at Crown Wealth Group LLC. Robert has been in the financial services industry for over 30 years, holding a variety of positions at firms such as UBS Financial Services Inc., Oppenheimer & Co. Inc., and CIBC World Markets Corp. Robert's current registrations include Arizona and New Mexico. Robert provides financial planning, portfolio management for individuals, and selection of other advisors. Robert has a strong track record of success in helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
On-going financial planning/ personal cfo services/estate planning
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Selection of other advisers
1
2
NC
01/17/2022 - Present
Crown Wealth Group LLC (CHARLOTTE NC)
NY
06/13/2014 - 01/07/2022
AXIOM CAPITAL MANAGEMENT, INC. (NEW YORK NY)
NY
03/20/2008 - 06/23/2014
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
01/03/2003 - 03/24/2008
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
07/13/1994 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
04/08/1991 - 05/09/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/15/1987 - 04/02/1991
ALEX. BROWN & SONS INCORPORATED
NA
12/13/1984 - 01/01/1988
HAMBRECHT & QUIST INCORPORATED
NA
06/26/1984 - 12/26/1984
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
NA
02/22/1978 - 06/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
05/04/1977 - 04/03/1978
E. F. HUTTON & COMPANY INC
NA
02/16/1978 - 02/22/1978
LEHMAN BROTHERS INCORPORATED
NA
06/25/1974 - 06/09/1977
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 01/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1983
PC - AMEX Put and Call Exam
BC
Issued 06/19/1974
Series 1 - Registered Representative Examination
Active
Inactive
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