Michelle Lavigne
Michelle Lavigne is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Rochester, NY, with 41 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
572 Titus Ave, Rochester, NY, 14617
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2010Other Business Activities
Michelle serves as power of attorney and co-trustee for her spouse, and trustee for 401k & DBP plans, spending a few hours per week on these investment-related activities. She is also a notary public, spending a few hours per week notarizing documents.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First American National Securities, INC.Broker
Broad Reach Capital, INC.Broker
Lighthouse Securities, LTD.Broker
Everflow Programs, INC.Broker
Ffps Brokerage, INC.Broker
Travelers Equities Sales, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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