Novem Group
Novem Group (CRD# 158964) is a financial advisory firm headquartered in Rochester, NY. They manage $1,170,631,357 in 4,381 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management1,171MILLION
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Total Number of Accounts4,381ACCOUNTS
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Average Account Value$267,206
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, NC, ND, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, WA
Kevin Albrecht (CRD# 1446140) is an Investment Advisor Representative working at Lpl Financial LLC.
Kevin provides high end value and strategies to client relationships while delivering customized, objective services His client service philosophy is simple – to be highly responsive and attentive to his clients’ needs. While working with individuals, families, and institutions, Kevin helps people make the move to a rewarding retirement.
For over 26 years in the financial services industry, Kevin has utilized a disciplined investment planning approach, implementing advanced retirement plans that strive to provide tax savings for the highly compensated. He maintains a target driven game plan throughout the entire process and uses a time-tested process for tracking the client’s goals and objectives. He focuses on the needs and risk tolerance of his clients.