Bruce LefaviCRD Number: 1064893
Current Firm: Lefavi Wealth Management
Bruce Lefavi (CRD# 1064893) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 29 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Bruce A. Lefavi Annuities, Inc Dba Lefavi Wealth Management||Salt Lake City, UT||Jul 1985 - Current||37|
|Bruce A. Lefavi Securities, Inc.||Salt Lake City, UT||Dec 1981 - Current||40|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1993|
|S65||NASAA Investment Advisors Law Examination||May 1993|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management350MILLIONS
Total Number of Accounts1,153ACCOUNTS
Average Account Value$303,929
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, ID, NV, OR, TN, TX, UT, WA
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