ML
CFP
ML
CFP

Matthew Derek Lafevre

9 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
515 clients
Average Client Portfolio
$714K average
Assets Under Management
$367.7M

Fee Structure

Minimum Investment:$20K
Financial Planning:Investment management only
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Location

350 Us Highway 46, Mine Hill, NJ, 07803

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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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Other Business ActivitiesSells Insurance

Matthew is involved with Precision Financial Services Inc. through a non-variable insurance DBA, focusing on fixed insurance products.

Employment History
Current Registrations
Precision Financial Services
February 2017 - Present · 9 yrs
Previous Registrations
Leigh Baldwin & CO., LLCBroker
December 2015 - January 2017 · 1 yr 1 mo
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.