Michael Bakos, financial advisor San Diego CA

Michael Bakos

CRD Number: 3177360
Current Firm: Beacon Pointe Advisors, LLC

Michael Bakos (CRD# 3177360) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in San Diego, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Beacon Pointe Advisors, LLC San Diego, CA Jan 2021 - Current 3
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
Contact Info for Michael S. Bakos
Phone Number: 949-718-1600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    23,246
    MILLIONS
  • Total Number of Accounts
    42,223
    ACCOUNTS
  • Average Account Value
    $550,547
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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