Michelle Lafuente, financial advisor Southgate MI
78 score

Michelle Lafuente

CRD Number: 3179812
Current Firm: Advantage Investment Management, LLC

Michelle Lafuente (CRD# 3179812) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Southgate, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Southgate, MI Jul 2012 - Current 4
Advantage Investment Management, LLC Soutgate, MI Feb 2012 - Current 4
National Planning Corporation Allen Park, MI Feb 2011 - Jul 2012 1
Lpl Financial San Diego, CA Feb 2008 - Feb 2011 3
Pinnacle Race Course New Boston, MI Jun 2009 - Oct 2010 1
Unemployed Willis, MI Sep 2007 - Feb 2008 < 1
Aig Financial Advisors, Inc. Phoenix, AZ Jul 2000 - Sep 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Michelle L. Lafuente
Phone Number: 319-366-7300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    564
    MILLIONS
  • Total Number of Accounts
    3,956
    ACCOUNTS
  • Average Account Value
    $142,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
78

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