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Michael LaVoy

Michael LaVoy

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Other Names: Michael Lee Lavoy, Mike Lee Lavoy
Type: RIA

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)

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Cambridge Investment Research, Inc. 14 years, 6 months Jun 2001 - Present
Beacon Asset Management Inc. 20 years, 6 months Jun 1995 - Present
The Lavoy Company 30 years, 9 months Mar 1985 - Present
ExamSeriesPassed Date
General Securities Principal ExaminationSeries 24 04/29/2002
General Securities Representative ExaminationSeries 7 11/05/1997
Uniform Investment Adviser Law ExaminationSeries 65 04/21/1997
Uniform Securities Agent State Law ExaminationSeries 63 01/14/1985
Investment Company Products/Variable Contracts Representative ExaminationSeries 6 11/12/1982

Answers and Articles

Level 1 Level 1 Contributor 0 Answers and 0 Financial Articles

Top Answers

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Top Articles

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Advisor Information


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

Total Assets
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

High Net Worth Individuals
Pension and Profit Sharing Plans

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

Licenses and Conduct

License Status
Not registered

No Disclosures Found

No Disclosures Found

As of Date
*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.
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Advisor Compensation Arrangements

Types of Compensation Arrangements