Melvin P. Lefever
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Melvin Phares Lefever, who also goes by Mel Lefever, Melvin P Lefever, Melvin Pharse Lefever, was a registered financial professional .
Melvin is a previously registered financial professional and started their career in finance in 1988. Melvin had worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 25, 2023 - November 28, 2023
INSPIRE ADVISORS, LLC
August 11, 2022 - November 16, 2022
BROOKSTONE WEALTH ADVISORS, LLC
March 18, 2021 - June 24, 2021
ESTATE PRESERVATION RESEARCH GROUP
April 20, 2020 - August 18, 2020
VIRTUE CAPITAL MANAGEMENT, LLC
August 2, 2013 - December 20, 2013
ROYAL FUND MANAGEMENT, LLC
October 31, 2011 - July 11, 2012
AMERICAN ELITE RETIREMENT
February 19, 2009 - October 1, 2009
AMERICAN INVESTMENT SERVICES
May 15, 1992 - December 31, 1995
BUCKHEAD FINANCIAL CORPORATION
December 2, 1991 - March 25, 1992
CHATFIELD DEAN & CO., INC.
April 4, 1988 - November 14, 1990
METROPOLITAN LIFE INSURANCE COMPANY
April 4, 1988 - November 14, 1990
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
INSPIRE ADVISORS, LLC
CRD#: 300279 / SEC#: 801-114673
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INSPIRE ADVISORS, LLC
CRD#: 300279 / SEC#: 801-114673
Contact information
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,363 |
| AUM (Assets Under Management) | $ 1,033,380,628 |
Red Flags
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