Bernard J. Lefils

LEFILS WEALTH MANAGEMENT LLC

Orange City, FL 32763

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CRD#: 6889612

Professional summary

Bernard Joseph Lefils, CFP® is a registered financial advisor currently at LEFILS WEALTH MANAGEMENT LLC located in Orange City, Florida.

Bernard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bernard has worked at 1 firm and has passed the Series 65 exam.

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.

I am a partner in Diamond L Cattle Company, LLC which is not investment-related and whose address is 161 E Rose Ave, Orange City, FL 32763. The business is a commercial cattle operation and I am a managing member. The business started in November of 2011. I spend less than 5 hours/month and no hours during securities trading hours. My duties include minimal maintenance and feeding of cattle. I am also an employee of LeFils & Company, LLC which is not investment-related and whose address is 161 E Rose Ave, Orange City, FL 32763. The company is a CPA firm where I am employed full-time. I began working for the firm in June of 2007. I spend approximately 160 hours/month with this business and 6-7 hours during securities trading hours. I will devote less time to this business as my financial advising business increases. I am a CPA of the firm and perform managerial and other duties typical of a CPA in public practice.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard Joseph Lefils'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

June 13, 2018 - Present

LEFILS WEALTH MANAGEMENT LLC

Office #1: 161 E Rose Ave, Orange City, FL 32763

RIA

CRD#: 291681

Orange City, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(6/13/2018)

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Exams

State Security Law Exam

IAR

Series 65

Date: 11/10/2017

Uniform Investment Adviser Law Examination

Current Firm

LEFILS WEALTH MANAGEMENT LLC

CRD#: 291681 / SEC#:

Florida

Registered Investment Advisory firm - (6/13/2018 Approved)

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Contact information

Main Address

161 E Rose Ave, Orange City, FL 32763

Mailing Address

Phone number

(386) 775-6989

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 10,465,296

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Bernard J. Lefils

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard Joseph Lefils's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEFILS WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/2017

Current Firm

LEFILS WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEFILS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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