AeroLeads people directory · profile
Mark E. Lefevre Email & Phone Number
Wealth Advisor
at
Heritage Wealth Group
1 work email found
@brileywealth.com
5 phones found area 847, 815, and 901
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
Palatine, Illinois, United States
Company size
Who is Mark E. Lefevre? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mark E. Lefevre is listed as Wealth Advisor at Heritage Wealth Group, a with 3 employees, based in Palatine, Illinois, United States. AeroLeads shows a work email signal at brileywealth.com, phone signal with area code 847, 815, 901, and a matched LinkedIn profile for Mark E. Lefevre.
Mark E. Lefevre previously worked as Chicago Regional Branch Manager at B. Riley Wealth Management and Complex Manager at Wachovia Securities Financial Network. Mark E. Lefevre holds Cima Program Graduate, Finance And Financial Management Services from University Of Pennsylvania - The Wharton School.
Company email context
Email format at Heritage Wealth Group
This section adds company-level context without repeating Mark E. Lefevre's masked contact details.
{first_initial}{last}@brileywealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Mark E. Lefevre. Compare company email patterns before reaching out.
Profile bio
About Mark E. Lefevre
Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit: www.brileyfin.com/capabilities/wealth/disclosures
Listed skills include Investments, Wealth Management, Retirement Planning, Asset Allocation, and 4 others.
Current workplace
Mark E. Lefevre's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Mark E. Lefevre work experience
A career timeline built from the work history available for this profile.
Chicago Regional Branch Manager
Current
Jan 2006 - Present
Complex Manager
Dec 1994 - Jul 2005
Registered Representative And Registered Investment Advisor
Aug 1982 - Jul 2005
Assistant Branch Manager
Sep 1986 - Dec 1994
Registered Representative
Aug 1978 - Aug 1982
7 education records
Mark E. Lefevre education
Cima Program Graduate, Finance And Financial Management Services
Education record
Post Graduate Study
B.S. Business Administration
Post Graduate Study
Bachelor'S Of Science - Business Administration, Business/Managerial Economics
Graduate Study
FAQ
Frequently asked questions about Mark E. Lefevre
Quick answers generated from the profile data available on this page.
What company does Mark E. Lefevre work for?
Mark E. Lefevre works for Heritage Wealth Group.
What is Mark E. Lefevre's role at Heritage Wealth Group?
Mark E. Lefevre is listed as Wealth Advisor at Heritage Wealth Group.
What is Mark E. Lefevre's email address?
AeroLeads has found 1 work email signal at @brileywealth.com for Mark E. Lefevre at Heritage Wealth Group.
What is Mark E. Lefevre's phone number?
AeroLeads has found 5 phone signal(s) with area code 847, 815, 901 for Mark E. Lefevre at Heritage Wealth Group.
Where is Mark E. Lefevre based?
Mark E. Lefevre is based in Palatine, Illinois, United States while working with Heritage Wealth Group.
What companies has Mark E. Lefevre worked for?
Mark E. Lefevre has worked for Heritage Wealth Group, B. Riley Wealth Management, Wachovia Securities Financial Network, and A.G. Edwards & Sons, Inc..
How can I contact Mark E. Lefevre?
You can use AeroLeads to view verified contact signals for Mark E. Lefevre at Heritage Wealth Group, including work email, phone, and LinkedIn data when available.
What schools did Mark E. Lefevre attend?
Mark E. Lefevre holds Cima Program Graduate, Finance And Financial Management Services from University Of Pennsylvania - The Wharton School.
What skills is Mark E. Lefevre known for?
Mark E. Lefevre is listed with skills including Investments, Wealth Management, Retirement Planning, Asset Allocation, Retirement, Strategic Financial Planning, Asset Management, and Estate Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial