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Michael LaVoy

Michael LaVoy
Other Names: Michael Lee Lavoy, Mike Lee Lavoy
Firm:
Beacon Asset Management Inc.
President
Type: RIA
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Description

Michael Lavoy, CFP, ChFC, is the founder and President of Beacon Asset Management Inc., a Registered Investment Advisory, located in Tampa, FL. Beacon Asset Management Inc. primarily manages accounts for individuals, high net worth individuals, and pension and profit sharing plans and has more than $20M in assets under ...(see more)

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Answers and Guides

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Level 1 Level 1 Contributor 0 Answers and 0 Financial Guides

Top Answers

Michael LaVoy has not answered any questions on Financial Q&A.

Top Guides

Michael LaVoy has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Advisor Information

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Articles/Publications

Michael LaVoy ChFC, CFP® on Fox News

Mr. LaVoy discusses debit card charges by banks in response to the Dodd-Frank Act.

The Law of Unintended Consequences

Earlier this year, our government passed, and Mr. Obama signed into effect a law (Dodd-Frank Wall Street Reform and Consumer Protection Act) that capped the amount of fees banks can charge retailers. It was intended that retailers would lower prices, because they were paying less in interchange fees. Nice idea, not so good in practice.

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Advisor Assets Under Management

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$22.5M
Total Assets
115
Clients
$195.7K
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Advisor Client Types

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ownership pie chart
Individuals 50%
High Net Worth Individuals 30%
Pension and Profit Sharing Plans 15%
Other 5%

*The Client Types data displayed has been entered by the advisor and has not been verified.

Experience and Employment History

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Employer Years Dates
Cambridge Investment Research, Inc. 11 years, 12 months Jun 2001 - Present
Beacon Asset Management Inc. 17 years, 12 months Jun 1995 - Present
The Lavoy Company 28 years, 3 months Mar 1985 - Present
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 09/29/2004, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
FINRA
License Status
Registered
Not registered
Disclosures

No Disclosures Found

No Disclosures Found
As of Date
09/29/2004
09/29/2004
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
General Securities Principal Examination Series 24 04/29/2002
General Securities Representative Examination Series 7 11/05/1997
Uniform Investment Adviser Law Examination Series 65 04/21/1997
Uniform Securities Agent State Law Examination Series 63 01/14/1985
Investment Company Products/Variable Contracts Representative Examination Series 6 11/12/1982

Advisor Compensation Arrangements

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Types of Compensation Arrangements

Compensation Arrangement Chart