Unclaimed Profile

Michelle Dawn France

BRUCE A. LEFAVI ANNUITIES·SALT LAKE CITY, Utah

BRUCE A. LEFAVI ANNUITIES

2323 FOOTHILL DR., SUITE 100, SALT LAKE CITY, UT 84109CRD# 2780321Firm CRD# 104961

Profile Verification

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

Identity

Michelle Dawn France · SALT LAKE CITY, UT

Registration

CRD #2780321 · BRUCE A. LEFAVI ANNUITIES

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Michelle Dawn France is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with BRUCE A. LEFAVI ANNUITIES. 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

LEFAVI WEALTH MANAGEMENT, INC.

LEFAVI WEALTH MANAGEMENT

AUM

$383M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEFAVI WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2780321

Firm CRD# 104961

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michelle Dawn France offer?

Michelle Dawn France specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Michelle Dawn France's credentials?

Michelle Dawn France is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Dawn France located?

Michelle Dawn France is based in SALT LAKE CITY, Utah, working with BRUCE A. LEFAVI ANNUITIES. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Michelle Dawn France charge for services?

Michelle Dawn France'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 BRUCE A. LEFAVI ANNUITIES?

BRUCE A. LEFAVI ANNUITIES has approximately 5 employees and manages $383M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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