Michelle
Lafuente
Commonwealth Financial Network
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About this Advisor
Michelle Lafuente is a financial advisor operating in Southgate, Michigan who has 5 years of industry experience. Lafuente is currently employed by Commonwealth Financial Network. Throughout their career, Lafuente has worked at Lpl Financial LLC, Advantage Investment Management, LLC, Tl Financial Group and Commonwealth Financial Network. Lafuente holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Commonwealth Financial Network is an advisory firm based out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 advisors. It handles $146 billion in assets under management across its 585,629 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fees billed by Commonwealth Financial Network most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michelle Lafuente Work History
Michelle has been registered as a financial advisor for 5 years.*
Commonwealth Financial Network
Tl Financial Group
Lpl Financial LLC
Advantage Investment Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michelle Lafuente to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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