Paul Henry Lefevre
Investment adviser representative at Brookwood Investment Group
17 yearsExperience
1 stateRegistered in
$1.3BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Brookwood Investment GroupApr 2025 to now
- Redwood Private Wealth, LLCJul 2023 to now
- Snug Harbor Financial & Insurance dba Retirement Income USAJan 2009 to now
- Secure Investment Management LLCSep 2017 to Jan 2019
- Retirement Wealth Advisors, Inc.May 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NH).
Brookwood Investment Group
Legal name: Brookwood Investment Group LLC
$1.3BAssets managed
3,506Clients
68Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2249177
- Firm CRD
- 316544