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Craig Donald Lefeber

30 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

10015 West Broad Street, Glen Allen, VA, 23060

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History

Regulatory History
Clean regulatory record

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.

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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
November 2025 - Present · 3 mos
Bright Futures Wealth Management, LLC
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Cetera Advisors LLCBroker
July 2010 - November 2025 · 15 yrs 4 mos
Cetera Advisors LLC
July 2010 - March 2017 · 6 yrs 8 mos
Hsbc Securities (USA) INC.
August 2007 - July 2010 · 2 yrs 11 mos
Hsbc Securities (USA) INC.Broker
August 2007 - July 2010 · 2 yrs 11 mos
AXA Advisors, LLCBroker
May 2002 - August 2007 · 5 yrs 3 mos
Banc of America Securities LLCBroker
July 1999 - June 2001 · 1 yr 11 mos
Banc of America Investment Services, INC.Broker
July 1999 - July 1999 · 0 mos
Ba Investment Services, INC.Broker
December 1995 - July 1999 · 3 yrs 7 mos
Garvin Guybutler CorporationBroker
September 1994 - October 1995 · 1 yr 1 mo
State Registrations7 states
FLMDNJNYSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Craig Donald Lefeber - Financial Advisor | TrueAdvisor