KA
Kevin Albrecht
from Novem Group
Kevin Albrecht is a financial advisor based in New York, Rochester,
with 36 years of experience. Kevin currently works for
Novem Group.
Kevin maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kevin Albrecht works at Novem Group
Novem Group is a financial advisory firm based in Rochester, New York. It currently has approximately $822,046,318 of assets under management and employs about 57 people. Novem Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
350 Linden Oaks, Suite 140, Rochester, New York, 14625
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