Michelle Catherine Gravelle

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1996 → Present
  Lpl Financial Llc
  New Baltimore, MI

Other Businesses

1. 2/8/1999 - GRAVELLE AND CO. FINANCIAL MANAGEMENT - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Time Spent 0% - For tax purposes only.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-08-26

Designations

• Certified Financial Planner

Other Names

• Michelle Catherine Tear
• Michelle Richmond
• Michelle Catherine Richmond
• Michelle Catherine Tear