Michelle Lafuente is a registered investment advisor, based in Alpharetta, GA, with 14 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michelle sells fixed insurance products since 2018, dedicating minimal time to this activity. This activity is investment related and conducted at a branch location.
Employment History
Current Registrations
Merit Financial Advisors
January 2026 - Present · 4 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2026 - Present · 4 mos
Previous Registrations
Commonwealth Financial Network
May 2018 - January 2026 · 7 yrs 8 mos
Commonwealth Financial NetworkBroker
May 2018 - January 2026 · 7 yrs 8 mos
LPL Financial LLC
January 2015 - April 2015 · 3 mos
LPL Financial LLCBroker
July 2012 - May 2018 · 5 yrs 10 mos
Advantage Investment Management, LLC
February 2012 - May 2018 · 6 yrs 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2012 - July 2012 · 6 mos
National Planning CorporationBroker
October 2011 - July 2012 · 9 mos
State Registrations1 state
MI
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.