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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gaffney Dow is an Investment Advisor Representative with Beacon Pointe Advisors, LLC. Michael has been in the financial industry for over 30 years and has experience in various sectors, including investment banking, asset management, and financial consulting. Michael is a Chartered Financial Analyst and has a strong track record of success in helping clients achieve their financial goals. Beacon Pointe Advisors, LLC is a fee-only firm that provides financial planning and investment management services to individuals, families, businesses, and institutions. The firm is committed to providing clients with objective and personalized advice, and they have a team of experienced professionals who are dedicated to helping clients reach their financial goals.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
NY
06/09/1995 - 04/07/2003
PIMCO ADVISORS DISTRIBUTORS LLC (NEW YORK NY)
NY
08/12/1993 - 05/11/1995
SALOMON BROTHERS INC. (NEW YORK NY)
NA
08/12/1993 - 05/11/1995
SALOMON BROTHERS MUNICIPALS INC
NY
11/02/1992 - 07/29/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 04/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/27/1993
Series 3 - National Commodity Futures Examination
BC
Issued 10/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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