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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
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.