Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Allan Dawson is a financial advisor with LPL Financial LLC. Michael has been working in the financial industry since 2009 and is registered in 16 states. Michael holds both Series 7 and Series 66 licenses as well as the SIE exam. Michael's previous experience includes work with Cambridge Investment Research, Inc.. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Michael is also a registered tax preparer and operates his own bookkeeping business. In addition to his work at LPL Financial LLC, Michael is also involved in real estate rental through Knox Properties LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
08/10/2018 - Present
LPL Financial LLC (CEDAR RAPIDS IA)
IA
01/16/2009 - 09/07/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (CEDAR RAPIDS IA)
IA
Issued 01/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Dawson is the right advisor for you? Invested Better is here to help.
