Lpl Financial LLC

Investment Advisor
in Newton Upper Falls, MA

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About this Advisor

Michelle Griffin is a certified financial planner working in Newton Upper Falls, Massachusetts, with 10 years in the industry. Griffin is currently employed by Lpl Financial LLC. They have spent the entirety of their time as a financial advisor at Lpl Financial Llc. Griffin maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts. Lpl Financial LLC is a registered investment firm operating out of Newton Upper Falls, Massachusetts. The company has offices in 9,519 locations and a total of 23,035 financial advisors. It controls $208 billion in total assets across its 892,326 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 1,956 charitable organizations. Of its 892,326 client accounts, 28% belong to high-net-worth clients who have at least $1 million in assets. Lpl Financial LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees usually depend on which service is provided. However, fees billed by Lpl Financial LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations


Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

233 Needham Street #300
Newton Upper Falls, MA 02464

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


MA Average: $646,059,043
Total Number of Employees


MA Average: 13
Total Number of Accounts


MA Average: 661
Average Account Size


MA Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Michelle Griffin Work History

Michelle has 10 years of experience.

2010 - Present (12 years)

Lpl Financial LLC


Michelle Griffin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Catheryn Makela
Ann Arbor, MI
Travis Messinger
Spokane, WA
Ernest Escobar
Mahwah, NJ
Bradley Hill
Wichita, KS
Waqas Khan
Fair Oaks, CA
Grant Raskin
Chalfont, PA
Richard Chiarenza
Palm Coast, FL

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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