KL
KL

Kevin Robert Leblanc

22 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,843 clients
Average Client Portfolio
$214K average
Assets Under Management
$395.3M

Fee Structure

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Location

100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Aurora Private Wealth, INC.
September 2021 - Present · 4 yrs 5 mos
Apw Capital, INC.Broker
September 2021 - Present · 4 yrs 5 mos
Apw Capital, INC.
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Edward JonesBroker
October 2019 - February 2021 · 1 yr 4 mos
Edward Jones
October 2019 - February 2021 · 1 yr 4 mos
Santander Securities
April 2018 - October 2019 · 1 yr 6 mos
Santander Securities LLCBroker
April 2018 - October 2019 · 1 yr 6 mos
Scottrade Investment Management
March 2017 - March 2018 · 1 yr
Scottrade, INC.Broker
August 2002 - March 2018 · 15 yrs 7 mos
State Registrations2 states
NJRI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kevin Robert Leblanc - Financial Advisor | TrueAdvisor