Michele Yvette Bergeron
Investment adviser representative at Lee Financial Company, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Lee Financial Company, LLCJan 2020 to now
- La FitnessJun 2018 to now
- Lake Point Wealth ManagementAug 2018 to Jan 2020
- JP Morgan SecuritiesSep 2013 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lee Financial Company, LLC
$1.7BAssets managed
443Clients
30Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4459788
- Firm CRD
- 105910