Michael BeaulieuCRD Number: 6512086
Current Firm: Beacon Pointe Advisors, LLC
Michael Beaulieu (CRD# 6512086) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 7 years of experience in the finance industry. Michael Beaulieu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Beacon Pointe Advisors, LLC||Greenwood Village, CO||Jan 2022 - Current||1|
|The Retirement Planning Specialists, LLC||Greenwood Village, CO||May 2017 - Jan 2022||4|
|T. Rowe Price||Colorado Springs, CO||May 2016 - May 2017||1|
|Confluence Financial Advisors||Boulder, CO||Feb 2016 - May 2016||< 1|
|Colorado State University||Fort Collins, CO||Aug 2012 - May 2016||3|
|Colorado State University Campus Recreation||Fort Collins, CO||Aug 2014 - Feb 2016||1|
|T. Rowe Price||Colorado Springs, CO||Jun 2015 - Aug 2015||< 1|
|Lewis Palmer School District 38||Monument, CO||May 2014 - Aug 2014||< 1|
|Colorado State University Residence Life||Fort Collins, CO||Aug 2013 - May 2014||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2018|
|S63||Uniform Securities State Law Examination||Sep 2016|
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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