CL
Craig D. Lefeber
BRIGHT FUTURES WEALTH MANAGEMENT
Glen Allen, VA 23060
Some features on this profile are disabled
CRD#: 2539782
CL
Professional summary
Craig Donald Lefeber is a registered financial advisor currently at BRIGHT FUTURES WEALTH MANAGEMENT, LLC located in Glen Allen, Virginia and SILVER OAK SECURITIES, INCORPORATED located in Glen Allen, Virginia.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Craig has worked at 9 firms and has passed the Series 66, Series 63, Series 52TO, Series 6TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Fixed insurance, Is Not Investment Related,"5808 Meadow Ridge Court, Glen Al, , Glen Allen, VA, 23059, United States", Fixed Insurance,Agent,8/1/2017,1 hours per month,0 hours per month during trading hours, Commission Compensation, "Sell fixed life, disability, annuity and long-term care insurance" 2. "Bright Futures Wealth Management, LLC",Is Investment Related,"5808 Meadow Ridge Court, , Glen Allen, VA, 23059, United States", "Bright Futures Wealth Management, LLC",Owner,1/1/2017,5 hours per month,0 hours per month during trading hours, Other Compensation, "Part owner of RIA, paid through owner distributions, listed on firm website." 3. "Bright Futures Wealth Management, LLC",Is Investment Related,"5808 Meadow Ridge Court, , Glen Allen, VA, 23059, United States","Bright Futures Wealth Management, LLC",IAR/CCO,1/1/2017,35 hours per month,1 hours per month during trading hours,Fee Based Compensation,"Fee based and salary based compensation. Provide financial advisory services to individuals and business owners. Act as CCO for RIA, helping it meet its SEC regulatory responsibilities."
CRS (Client Relationship Summary) - RIA
Click below to view Craig Donald Lefeber's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 20, 2017 - Present
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
Office #1: 10015 West Broad Street, Glen Allen, VA 23060RIA
CRD#: 284920
Glen Allen, VA
Current
November 4, 2025 - Present
SILVER OAK SECURITIES, INCORPORATED
RIA
BD
CRD#: 46947
Glen Allen, VA
Past
July 20, 2010 - March 20, 2017
CETERA ADVISORS LLC
RIA
CRD#: 10299
GLEN ALLEN, VA
Past
July 20, 2010 - November 6, 2025
CETERA ADVISORS LLC
BD
CRD#: 10299
GLEN ALLEN, VA
Past
August 30, 2007 - July 21, 2010
HSBC SECURITIES (USA) INC.
RIA
CRD#: 19585
ROCHESTER, NY
Past
August 23, 2007 - July 21, 2010
HSBC SECURITIES (USA) INC.
BD
CRD#: 19585
ROCHESTER, NY
Past
May 20, 2002 - August 21, 2007
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
ROCHESTER, NY
Past
July 27, 1999 - June 4, 2001
BANC OF AMERICA SECURITIES LLC
BD
CRD#: 26091
NEW YORK, NY
Past
July 12, 1999 - July 22, 1999
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
December 21, 1995 - July 12, 1999
BA INVESTMENT SERVICES, INC.
BD
CRD#: 12965
OAKLAND, CA
Past
September 7, 1994 - October 10, 1995
GARBAN CAPITAL MARKETS LLC
BD
CRD#: 19738
JERSEY CITY, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
ARABELLA WEALTH ADVISORS | ROCHESTER WEALTH PARTNERS | PROSPERITY WEALTH MANAGEMENT | PREFERRED FINANCIAL ADVISORS, LLC | PERROTTO WEALTH MANAGEMENT | MCCLELLAND FINANCIAL MANAGEMENT, LLC | MASSEY GROUP WEALTH MANAGEMENT | MARTIN PAUL AND ASSOCIATES | LIFETIME FINANCIAL GROUP | KAPPAN FINANCIAL, LLC | BRIGHTLINE FINANCIAL | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | ASSABET FINANCIAL GROUP
CRD#: 284920 / SEC#: 801-108869
RIA
Registered Investment Advisory firm - (1/3/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(11/4/2025)
RR
Maryland(11/4/2025)
RR
New Jersey(11/4/2025)
RR
New York(11/4/2025)
RR
South Carolina(11/4/2025)
IAR
Texas(5/29/2025)
IAR
Virginia(3/20/2017)
RR
Virginia(11/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
ARABELLA WEALTH ADVISORS | ROCHESTER WEALTH PARTNERS | PROSPERITY WEALTH MANAGEMENT | PREFERRED FINANCIAL ADVISORS, LLC | PERROTTO WEALTH MANAGEMENT | MCCLELLAND FINANCIAL MANAGEMENT, LLC | MASSEY GROUP WEALTH MANAGEMENT | MARTIN PAUL AND ASSOCIATES | LIFETIME FINANCIAL GROUP | KAPPAN FINANCIAL, LLC | BRIGHTLINE FINANCIAL | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | ASSABET FINANCIAL GROUP
CRD#: 284920 / SEC#: 801-108869
RIA
Registered Investment Advisory firm - (1/3/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1630 Empire Blvd. Suite 100, Webster, NY 14580
Mailing Address
Phone number
(585) 231-1595
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,404 |
| AUM (Assets Under Management) | $ 254,375,637 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
CRD#: 284920Glen Allen, VA 23060TRUST BUT VERIFY
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