Unclaimed Profile

Michelle Dawn France

BRUCE A. LEFAVI ANNUITIES·SALT LAKE CITY, Utah

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 6521 years registeredBRUCE 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 · 21 years registered

Brand Profile

Not yet started

Career History

GENEOS WEALTH MANAGEMENT, INC.

Aug 2013 – present

AXA ADVISORS, LLC

Apr 2013 – Aug 2013

SALT LAKE CITY, UT

LEFAVI WEALTH MANAGEMENT

Jun 2012 – Mar 2013

SALT LAKE CITY, UT

KNOX CAPITAL ADVISORS, LLC

May 2010 – Jun 2012

DRAPER, UT

GENEOS WEALTH MANAGEMENT, INC.

Jun 2009 – Apr 2010

DRAPER, UT

KNOX CAPITAL ADVISORS, LLC

Jan 2009 – Jun 2009

DRAPER, UT

GENEOS WEALTH MANAGEMENT, INC.

Jan 2006 – Dec 2008

DRAPER, UT

M HOLDINGS SECURITIES, INC.

May 2005 – Jun 2005

DRAPER, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · May 26, 2005

Years registered · 21

Disclosure History

2005Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LEFAVI WEALTH MANAGEMENT, INC.

CRD 104961 · SEC 801-73029

AUM

$383M

Regulatory assets under management

Employees

1,234 client accounts

Services offered by LEFAVI WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEFAVI WEALTH MANAGEMENT, INC. →

Introduction

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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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