Robert
Lebeau
Crown Wealth Group LLC
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About this Advisor
Robert Lebeau is a financial advisor based in Charlotte, North Carolina, working with Crown Wealth Group LLC. Robert has previously held positions at Axiom Capital and Crown Wealth Group LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and New Mexico. Currently, Robert is part of Crown Wealth Group LLC, which operates out of Charlotte, North Carolina. The firm has 4 offices and 9 employees. The firm manages assets totaling $257.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Crown Wealth Group LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Crown Wealth Group LLC Brokerage Details
$257,221,862
9
898
$286,439
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Robert Lebeau Work History
Crown Wealth Group LLC
Axiom Capital
Disclosures
Please visit the SEC profile of Robert Lebeau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Crown Wealth Group LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Advance, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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