Mark E. Lefevre

Mark E. Lefevre Email and Phone Number

Wealth Advisor @ Heritage Wealth Group
Palatine, IL, US
Mark E. Lefevre's Location
Palatine, Illinois, United States, United States
Mark E. Lefevre's Contact Details
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

Mark E. Lefevre's Current Company Details
Heritage Wealth Group

Heritage Wealth Group

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Wealth Advisor
Palatine, IL, US
Employees:
3
Mark E. Lefevre Work Experience Details
  • Heritage Wealth Group
    Wealth Advisor
    Heritage Wealth Group
    Palatine, Il, Us
    View
  • B. Riley Wealth Management
    Chicago Regional Branch Manager
    B. Riley Wealth Management Jan 2006 - Present
    Palatine, Illinois, United States
    View
  • Wachovia Securities Financial Network
    Complex Manager
    Wachovia Securities Financial Network Dec 1994 - Jul 2005
    North Illinois
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  • Wachovia Securities Financial Network
    Registered Representative And Registered Investment Advisor
    Wachovia Securities Financial Network Aug 1982 - Jul 2005
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  • Wachovia Securities Financial Network
    Assistant Branch Manager
    Wachovia Securities Financial Network Sep 1986 - Dec 1994
    Barrington, Illinois
    View
  • A.G. Edwards & Sons, Inc.
    Registered Representative
    A.G. Edwards & Sons, Inc. Aug 1978 - Aug 1982
    View

Mark E. Lefevre Skills

Investments Wealth Management Retirement Planning Asset Allocation Retirement Strategic Financial Planning Asset Management Estate Planning

Mark E. Lefevre Education Details

Frequently Asked Questions about Mark E. Lefevre

What company does Mark E. Lefevre work for?

Mark E. Lefevre works for Heritage Wealth Group

What is Mark E. Lefevre's role at the current company?

Mark E. Lefevre's current role is Wealth Advisor.

What is Mark E. Lefevre's email address?

Mark E. Lefevre's email address is jo****@****aol.com

What is Mark E. Lefevre's direct phone number?

Mark E. Lefevre's direct phone number is +184770*****

What schools did Mark E. Lefevre attend?

Mark E. Lefevre attended University Of Pennsylvania - The Wharton School, College For Financial Planning, Depaul University, Michigan State University, Northern Illinois University, Michigan State University, Depaul University.

What skills is Mark E. Lefevre known for?

Mark E. Lefevre has skills like Investments, Wealth Management, Retirement Planning, Asset Allocation, Retirement, Strategic Financial Planning, Asset Management, Estate Planning.

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