Craig Lefeber
Craig Lefeber is a registered investment advisor at Silver Oak Securities, INC., based in Glen Allen, VA, with 30 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
Location
Glen Allen, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig sells fixed insurance products including life, disability, annuities, and long-term care, dedicating full-time hours to this. He also owns rental property, spending minimal time on it, and is Chief Compliance Officer at Bright Futures Wealth Management, LLC, as well as a financial professional at Massey Group Financial, dedicating full-time hours to each.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Bright Futures Wealth Management, LLC
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
AXA Advisors, LLCBroker
Banc of America Securities LLCBroker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Garvin Guybutler CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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