Unclaimed Profile

Lucinda Ward Klevecz

HARBOR GROUP INTERNATIONAL, LLC·NORFOLK, Virginia

Clean recordHARBOR GROUP INTERNATIONAL, LLC

999 WATERSIDE DRIVE, NORFOLK, VA 23510CRD# 5657081Firm CRD# 285895

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lucinda Ward Klevecz · NORFOLK, VA

Registration

CRD #5657081 · HARBOR GROUP INTERNATIONAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lucinda Ward Klevecz is a registered financial advisor based in NORFOLK, Virginia, affiliated with HARBOR GROUP INTERNATIONAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

HARBOR GROUP INTERNATIONAL, LLC

AUM

$3.8B

Regulatory assets under management

Employees

277

Total firm employees

View all advisors at HARBOR GROUP INTERNATIONAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Other: CARRIED INTEREST

Regulatory

SEC/IARD CRD# 5657081

Firm CRD# 285895

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lucinda Ward Klevecz offer?

Lucinda Ward Klevecz specializes in Retirement Planning. Contact their office in NORFOLK, Virginia for a consultation.

What are Lucinda Ward Klevecz's credentials?

Lucinda Ward Klevecz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lucinda Ward Klevecz located?

Lucinda Ward Klevecz is based in NORFOLK, Virginia, working with HARBOR GROUP INTERNATIONAL, LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.

How does Lucinda Ward Klevecz charge for services?

Lucinda Ward Klevecz's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARBOR GROUP INTERNATIONAL, LLC?

HARBOR GROUP INTERNATIONAL, LLC has approximately 277 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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