Louis Fevrin, financial advisor Voorhees Township NJ

Louis Fevrin

CRD Number: 4039506
Current Firm: Legacy Investment Advisors, LLC

Louis Fevrin (CRD# 4039506) is an Investment Advisor Representative working at Legacy Investment Advisors, LLC in Voorhees Township, NJ and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Investment Advisors, LLC Mt. Laurel, NJ Feb 2023 - Current 1
Streaming4unow Middletown, DE Feb 2023 - Current 1
Crossfit Bear Bear, DE Feb 2023 - Current 1
Louis Fevrin Insurance Agency Middletown, DE Jan 2021 - Current 3
Sturdivant & Company, Inc. Mt. Laurel, NJ Jan 2021 - Current 3
Allstate Insurance Co Newark, DE Feb 2013 - Dec 2020 7
Vision Planning Group LLC Newark, DE Sep 2013 - Jun 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
S65 NASAA Investment Advisors Law Examination Jan 2023
Contact Info for Louis R. Fevrin
Phone Number: 856-751-7909
Registered State(s):
  • DE
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $303,317
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

DE, NJ, PA, TX

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