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Michelle Marie Rafferty

Advisor at LPL Financial — Bronson, FL

Updated today

Credentials

Series 63, Series 65

Experience

23 years

Location

Bronson, FL 32621

LPL Financial logo

LPL Financial

Institution

Total advisors

22,842

Across 10,477 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Michelle Rafferty is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at LPL Financial since 2018 and previously spent 11 years at INVEST Financial Corp and Capital City Banc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with proprietary research and operational tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Bronson, FL

140 E. Hathaway

Bronson FL 32621

Advisors at this office

2

Most active in

Florida · Minnesota · Oregon

Work history

23 years of industry experience

LPL Financial

2018 - Present • 8 years

Gainesville, FL

INVEST Financial Corp

2007 - 2018 • 11 years

Tampa, FL

Capital City Banc

2007 - 2018 • 11 years

Alachua, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael D

Series 65

Gainesville, FL

Magna Vis Capital

Michael D'Antonio is a Series 65-licensed financial advisor with Magna Vis Capital in Gainesville, FL, where he has worked since 2023. He has two years of industry experience and also owns StockedUp, a software development company that provides educational content about the stock market via social media. Prior to his advisory role, he worked at Mount Carmel High School from 2013 to 2017. Magna Vis Capital is a sole-practitioner independent registered investment adviser serving individual and high-net-worth clients. The firm focuses on portfolio management and financial planning, emphasizing buy-and-hold equity and ETF strategies, with the use of charting, fundamental, and quantitative analysis, as well as options trading.

Options & derivatives strategies Active portfolio management General retirement planning College savings (529s, UTMA, etc.)
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Stanley G

Series 65

Chiefland, FL

Griffis Asset Management Company, LLC

Stanley Griffis is the sole advisor at Griffis Asset Management Company, LLC in Chiefland, FL. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role, he is a licensed attorney operating Griffis Law Firm, LLC, where he provides legal and mediation services. Griffis Asset Management Company is an independent registered investment adviser offering discretionary portfolio management and limited non-discretionary advice to individuals, pension and profit-sharing plans, and corporate entities. The firm employs a combination of analytical methods tailored to client objectives and risk profiles and integrates complementary financial planning as part of its services.

Wealth management Passive / index investing Active portfolio management
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Franklin L

Series 65

Gainesville, FL

Lentz Advisors

Franklin Lentz III is a financial advisor at Lentz Advisors in Gainesville, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at J.W. Cole Financial, Inc., Lentz Wealth Advisors, LLC, and Lentz Networks, LLC, where he serves as president of an IT and software sales and support business. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to institutional clients such as plan sponsors, pension and profit-sharing plans, and trusts, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a diverse range of investment instruments and offers specialized retirement plan services including acting as a Section 3(38) fiduciary.

General retirement planning Tax strategies for small businesses Wealth management
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Franklin L

Series 63, Series 65

Gainesville, FL

Lentz Advisors

Franklin Lentz Jr. is a financial advisor with Lentz Advisors in Gainesville, FL. He holds Series 63 and Series 65 designations and has 39 years of industry experience. His prior roles include positions at Raymond James Financial Services and Lentz Dodd Financial Group. Outside of advisory work, he is also an independent insurance producer and serves as president and managing member of related business entities. Lentz Advisors is a state-registered investment adviser managing approximately $40.4 million across 47 client relationships. The firm offers discretionary investment management, financial planning, and qualified retirement plan consulting, with a focus on tactical asset allocation and comprehensive institutional retirement plan services.

General retirement planning Tax strategies for small businesses Wealth management
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Stephen S

Series 65

Chiefland, FL

Smith Asset Management Co., LLC

Stephen Smith is a Series 65-licensed advisor at Smith Asset Management Co., LLC with three years of industry experience. Prior to joining the firm, he served three years in the U.S. Military. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, including high-net-worth clients, as well as institutional and non-individual clients such as pension plans, trusts, charities, and government entities. The firm manages approximately $280 million in assets and employs a tailored investment approach incorporating asset allocation, rebalancing, and both long-term and opportunistic trading strategies.

Active portfolio management Options & derivatives strategies
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Benjamin S

Series 65

Chiefland, FL

Smith Asset Management Co., LLC

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with five years of industry experience. He holds a Series 65 designation and has a background that includes service in the US Army and a concurrent role at Stetson University of Law. Smith Asset Management Co., LLC offers discretionary portfolio management and advisory consulting to individuals, including high-net-worth clients, as well as institutional and non-individual clients such as pension plans, trusts, and government entities. The firm employs a tailored investment process incorporating Modern Portfolio Theory, technical and fundamental analysis, and option writing, with a primary focus on fixed-income securities.

Active portfolio management Options & derivatives strategies
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