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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 Sean Dunn is an investment advisor representative with Beacon Pointe Advisors, LLC and has been in the industry since 1987. Michael Sean Dunn is registered with the state of California as an investment advisor representative. Michael Sean Dunn is also licensed to sell securities in the state of California. Beacon Pointe Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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
01/31/2023 - Present
Beacon Pointe Advisors, LLC (Portola Valley CA)
VA
04/29/2010 - 12/31/2020
FIRST DOMINION CAPITAL CORP. (RICHMOND VA)
TX
04/06/2007 - 04/06/2010
U.S. GLOBAL BROKERAGE, INC. (SAN ANTONIO TX)
CA
12/12/1994 - 05/06/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
TX
03/16/1989 - 11/09/1994
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
08/26/1987 - 08/20/1988
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
05/22/1986 - 12/12/1986
BARRY W. MURPHY & CO. INC
IA
Issued 08/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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