Unclaimed Profile

Craig Donald Lefeber

BRIGHT FUTURES WEALTH MANAGEMENT, LLC·WEBSTER, New York

Clean recordBRIGHT FUTURES WEALTH MANAGEMENT, LLC

1630 EMPIRE BLVD., WEBSTER, NY 14580CRD# 2539782Firm CRD# 284920

Profile Verification

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

Identity

Craig Donald Lefeber · WEBSTER, NY

Registration

CRD #2539782 · BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Craig Donald Lefeber is a registered financial advisor based in WEBSTER, New York, affiliated with BRIGHT FUTURES WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

AUM

$388M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRIGHT FUTURES WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2539782

Firm CRD# 284920

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Donald Lefeber offer?

Craig Donald Lefeber specializes in Financial Planning, Investment Management. Contact their office in WEBSTER, New York for a consultation.

What are Craig Donald Lefeber's credentials?

Craig Donald Lefeber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Donald Lefeber located?

Craig Donald Lefeber is based in WEBSTER, New York, working with BRIGHT FUTURES WEALTH MANAGEMENT, LLC. Their office serves clients in the WEBSTER metropolitan area and surrounding communities.

How does Craig Donald Lefeber charge for services?

Craig Donald Lefeber's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHT FUTURES WEALTH MANAGEMENT, LLC?

BRIGHT FUTURES WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $388M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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