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Michelle Lawton

25 Years of Experience
Grand Junction, CO
Broker

Michelle Lawton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Junction, CO, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

760 Horizon Drive, Suite 402, Grand Junction, CO, 81506

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michelle owns Lawton Family LLC, a property with no profit, and spends minimal time on it. She is also a financial advisor at MT Garfield Wealth Management Group, a support company, but dedicates no time to it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2024 - Present · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
September 2005 - August 2024 · 18 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
April 2000 - August 2024 · 24 yrs 4 mos
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.