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Michael J. Labbe

ATWOOD CAPITAL MANAGEMENT
Dallas, TX 75219
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CRD#: 7419165
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Professional summary


Michael Joseph Labbe Jr., who also goes by Michael Labbe, is a registered financial advisor currently at ATWOOD CAPITAL MANAGEMENT, LLC located in Dallas, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 3 firms and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael Labbe

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Joseph Labbe Jr.'s CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 5, 2024 - Present

ATWOOD CAPITAL MANAGEMENT, LLC

Office #1: 3838 Oak Lawn Avenue Suite 1000, Dallas, TX 75219
RIA
CRD#: 328157
Dallas, TX
Past

December 17, 2021 - January 23, 2023

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
CHICAGO, IL
Past

August 9, 2021 - December 10, 2021

SIKICH CORPORATE FINANCE LLC

BD
CRD#: 149024
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(1/5/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 9/10/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/9/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam

Current Firm


AC
ATWOOD CAPITAL MANAGEMENT, LLC
ATWOOD CAPITAL MANAGEMENT, LLC

CRD#: 328157 / SEC#:

Texas
Registered Investment Advisory firm - (1/5/2024 Approved)
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Contact information


Main Address
3838 Oak Lawn Avenue Suite 1000, Dallas, TX 75219
Mailing Address
Phone number
(214) 302-9486
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ATWOOD CAPITAL MANAGEMENT, LLC

CRD#: 328157Dallas, TX 75219

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