Michael BakosCRD Number: 3177360
Current Firm: Beacon Pointe Advisors, LLC
Michael Bakos (CRD# 3177360) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Beacon Pointe Advisors, LLC||San Diego, CA||Jan 2021 - Current||2|
|First American Trust||San Diego, CA||Jan 2020 - Jan 2021||1|
|Alpha Cubed Investments||Irvine, CA||Jun 2018 - Jan 2020||1|
|Fidelity Investments||San Diego, CA||Feb 2007 - May 2018||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S66||NASAA Uniform Combined State Law Examination||Nov 2005|
Total Assets Under Management23,246MILLIONS
Total Number of Accounts42,223ACCOUNTS
Average Account Value$550,547
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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