ML
ML
Michele Lemire
33 Years of Experience
Duluth, MN
1 DisclosureBroker
Michele Lemire is a registered investment advisor at Raymond James & Associates, INC., based in Duluth, MN, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...
Location
Duluth, MN
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2014Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2017 - Present · 9 yrs 4 mos
Raymond James & Associates, INC.
January 2017 - Present · 9 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Raymond James & Associates, INC.
January 2017 - January 2017 · 0 mos
RBC Capital Markets, LLC
March 2005 - January 2017 · 11 yrs 10 mos
RBC Capital Markets, LLCBroker
June 2004 - January 2017 · 12 yrs 7 mos
Waddell & Reed, INC.Broker
June 1992 - June 2004 · 12 yrs
State Registrations13 states
AZCACOFLILINMDMNNDNMTXWAWI
AdvisorBrokerBoth
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
No exam information available for this advisor.