Louis R Fevrin

Louis R Fevrin Email and Phone Number

Sturdivant & Co., Inc. and Legacy Investment Advisors, LLC @ Sturdivant & Co., Inc.
new jersey, united states
Louis R Fevrin's Location
Mount Laurel, New Jersey, United States, United States
Louis R Fevrin's Contact Details
About Louis R Fevrin

Experienced and driven Financial Advisor with over twenty years of experience providing clients with assistance in financial planning, retirement planning, estate planning, investment advice , tax strategies, and overall support managing there finances. I specialize in two sectors first with small business owners setting up retirement plans that fit there needs in there business cycle. Helping them grow by retaining and capturing quality employees thru group benefit. Second with young professional just reaching their peak income phase. Making sure they are maximizing the taxes efficiently, putting enough away for retirement and beginning there financial planning journey.I can offer a comprehensive array of investment products but the reality is none of that matters if I don't know your goals and dreams. Thats why one of the things I am most proud of is the loyalty of my clients. A large part of my business is referrals. Referrals of friends and family and that is a testament to to teamwork approach that I have with my clients. Your input matters your goals matter and together we will make them a reality.

Louis R Fevrin's Current Company Details
Sturdivant & Co., Inc.

Sturdivant & Co., Inc.

View
Sturdivant & Co., Inc. and Legacy Investment Advisors, LLC
new jersey, united states
Website:
sturdivant-co.com
Employees:
9
Louis R Fevrin Work Experience Details
  • Sturdivant & Co., Inc. Legacy Investment Advisors L
    Chief Investment Officer
    Sturdivant & Co., Inc. Legacy Investment Advisors L Jan 2024 - Present
    United States
  • Legacy Investment Advisors, Llc
    Financial Advisor
    Legacy Investment Advisors, Llc Jan 2023 - Present
    Mt. Laurel, New Jersey, United States
    Managed Money, financial planning, retirement planning
  • Louis Fevrin Insurance Agency
    Principal Owner
    Louis Fevrin Insurance Agency Jan 2021 - Present
    Middletown, Delaware, United States
    Independent insurance agency providing property and casualty products such as: auto, home, renters, manufactured homes and commercial insurance. We also provide life insurance, annuities,and disability insurance. We service New York,New Jersey, Pennsylvania, Delaware, and Maryland.
  • Sturdivant & Co., Inc.
    Institutional Sales
    Sturdivant & Co., Inc. Jan 2021 - Present
    3000 Atrium Way Suite 520A Mount Laurel Nj 08054
    Sturdivant’s trading team provides access to all major U.S. equities markets and liquidity centers through its technology and relationships. Our institutional clients can rely on us to provide them with superior agency-only execution using different trading strategies to achieve their investment objectives.
    View
  • Allstate
    President Louis Fevrin Insurance Agency
    Allstate May 2015 - Jan 2021
    915 North Dupont Boulevard Suite 102 Milford, De
    I purchased the Webb Insurance Agency on May 1, 2015 after spending two years with Allstate Financial. We pride ourselves in not just focusing on price but making sure our customers understand what they are purchasing and how it will affect their personal assets. We offer a full suite of products such as: Auto, Home, Umbrella, Renters, Motorcycle, Marine, Commercial, and Life Insurance. We also provide Investments, Annuities, Retirement Planning, Education Planning and Estate Planning. Serving Delaware and the surrounding states. Call us at 302-424-8490.Current Staff:Agency Owner, Louis Fevrin
    View
  • Allstate Financial Services, Llc
    Financial Representative
    Allstate Financial Services, Llc Apr 2013 - Jan 2021
    As a Personal Financial Representative in NJ & DE, I am proud to call Allstate my company. With over 15 years in the financial services industry, my knowledge and experience help me provide customers with an outstanding level of service. I’m eager to help you prepare a strategy to achieve your financial goals. From education to retirement, I can assist you with financial solutions that can help you build your financial future.
    View
  • Vision Planning Group Llc
    Managing Partner
    Vision Planning Group Llc Jan 2010 - Apr 2013
    As a financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future and the direction that you are going. My mission is to help you reach your financial goals through a hands on relationship based on personalized, knowledgeable advice. Everyone has a vision of were they want to be let me help you turn that into a reality. Whether it is creating a budget or savings plan, protecting love ones, retiring the way you want to retire or leaving a legacy behind. Together we can make your goals a reality.
  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. 2009 - Jan 2010
    As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
    View
  • Wachovia Wealth Management
    Relationship Manager, Avp
    Wachovia Wealth Management Aug 2004 - Apr 2009
    Managed assets for clients with $250k to 5mil in investable assets. Provided banking, lending, investment, insurance and trust needs.
  • Axa Distributors
    Internal Wholesaler
    Axa Distributors 2000 - 2004

Louis R Fevrin Skills

Investments Retirement Planning Retirement Insurance Mutual Funds Asset Allocation Financial Services Fixed Annuities Finance Financial Planning Financial Advisory Banking Loans Life Insurance Series 7 Wealth Management Series 63 Asset Management Disability Insurance 401k Series 6 Estate Planning Securities Financial Goals Budgets Strategy Strategic Financial Planning Iras Investment Advisory Annuities Budgeting Alternative Investments Equities Series 65 Variable Annuities Wealth Term Life Insurance Whole Life Underwriting Employee Benefits 401k Rollovers Family Planning Bonds Investment Strategies Personal Finance Etfs

Louis R Fevrin Education Details

Frequently Asked Questions about Louis R Fevrin

What company does Louis R Fevrin work for?

Louis R Fevrin works for Sturdivant & Co., Inc.

What is Louis R Fevrin's role at the current company?

Louis R Fevrin's current role is Sturdivant & Co., Inc. and Legacy Investment Advisors, LLC.

What is Louis R Fevrin's email address?

Louis R Fevrin's email address is lf****@****ate.com

What is Louis R Fevrin's direct phone number?

Louis R Fevrin's direct phone number is (877) 525*****

What schools did Louis R Fevrin attend?

Louis R Fevrin attended Bloomfield College, Hillside High.

What skills is Louis R Fevrin known for?

Louis R Fevrin has skills like Investments, Retirement Planning, Retirement, Insurance, Mutual Funds, Asset Allocation, Financial Services, Fixed Annuities, Finance, Financial Planning, Financial Advisory, Banking.

Who are Louis R Fevrin's colleagues?

Louis R Fevrin's colleagues are 🎸mitchell Pinheiro, Cfa.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.