William LefavorCRD Number: 5042095
Current Firm: Stage Harbor Financial
William Lefavor (CRD# 5042095) is an Investment Advisor Representative working at Stage Harbor Financial in Needham, MA and has over 15 years of experience in the finance industry. William Lefavor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Stage Harbor Financial||Needham, MA||Feb 2018 - Current||3|
|Weston Securities Corporation||Wellesley, MA||Aug 2016 - Feb 2018||1|
|Weston Securities Corporation||Wellesley, MA||May 2005 - Aug 2016||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Total Assets Under Management718MILLIONS
Total Number of Accounts906ACCOUNTS
Average Account Value$792,714
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, LA, MA, MI, NH, NJ, NY, RI, TX
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