Unclaimed Profile

William Francis Lefavor

STAGE HARBOR FINANCIAL, LLC·WESTWOOD, Massachusetts

SIE, Series 7, Series 66CFPClean record15 years registeredSTAGE HARBOR FINANCIAL, LLC

100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090CRD# 5042095Firm CRD# 289725

Profile Verification

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

Identity

William Francis Lefavor · WESTWOOD, MA

Registration

CRD #5042095 · STAGE HARBOR FINANCIAL, LLC · 15 years registered

Brand Profile

Not yet started

Career History

STAGE HARBOR FINANCIAL

Feb 2018 – present

WESTON FINANCIAL

May 2011 – Feb 2018

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 2, 2011

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STAGE HARBOR FINANCIAL, LLC

CRD 289725 · SEC 801-112359

AUM

$877M

Regulatory assets under management

Employees

1,242 client accounts

Services offered by STAGE HARBOR FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STAGE HARBOR FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does William Francis Lefavor offer?

William Francis Lefavor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTWOOD, Massachusetts for a consultation.

What are William Francis Lefavor's credentials?

William Francis Lefavor holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Francis Lefavor located?

William Francis Lefavor is based in WESTWOOD, Massachusetts, working with STAGE HARBOR FINANCIAL, LLC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.

How does William Francis Lefavor charge for services?

William Francis Lefavor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STAGE HARBOR FINANCIAL, LLC?

STAGE HARBOR FINANCIAL, LLC has approximately 9 employees and manages $877M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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