Allan S. Lefevre
Professional summary
Allan Scott Lefevre, who also goes by Scott Lefevre, is a registered financial advisor currently at DBA, LEFEVRE CAPITAL MANAGEMENT located in San Francisco, California.
Allan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Allan has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Allan Scott Lefevre's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 11, 2018 - Present
DBA, LEFEVRE CAPITAL MANAGEMENT
November 6, 2017 - December 31, 2017
DBA, LEFEVRE CAPITAL MANAGEMENT
October 22, 2014 - December 31, 2015
ATLAS CAPITAL ADVISORS INC.
February 12, 1992 - January 24, 2001
WHITEHALL-PARKER SECURITIES, INC.
February 19, 1988 - March 22, 1990
DAKIN SECURITIES CORPORATION
April 24, 1985 - February 23, 1988
KIDDER, PEABODY & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/11/2018)
Exams
Current Firm
DBA, LEFEVRE CAPITAL MANAGEMENT
CRD#: 287874 / SEC#:
Contact information
Red Flags
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