Allan Lefevre, financial advisor San Francisco CA

Allan Lefevre

CRD Number: 1349000
Current Firm: Dba, Lefevre Capital Management

Allan Lefevre (CRD# 1349000) is an Investment Advisor Representative working at Dba, Lefevre Capital Management in San Francisco, CA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Atlas Capital Advisors LLC San Francisco, CA Jul 2014 - Dec 2015 1
Retired San Francisco, CA Jul 2010 - Jul 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Allan S. Lefevre
Phone Number: 415-386-9000
Registered State(s):
  • CA
Current Firm Details
Dba, Lefevre Capital Management
Firm's CRD Number: 287874
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA

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