Matthew Bacon (CRD# 6018492) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 12 years of experience in the finance industry. Matthew Bacon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carmichael Hill & Associates, Inc. | Gaithersburg, MD | Jun 2019 - Current | 4 |
| Unemployed | Austin, TX | Mar 2019 - May 2019 | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Jul 2016 - Feb 2019 | 2 |
| University Federal Credit Union | Austin, TX | Jul 2016 - Feb 2019 | 2 |
| Metlife Securities Inc. | Austin, TX | Jan 2015 - Jul 2016 | 1 |
| New England Securities | Austin, TX | Jan 2012 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- MD
- TX
-
Total Assets Under Management343MILLIONS
-
Total Number of Accounts893ACCOUNTS
-
Average Account Value$384,001
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
DC, LA, MD, NH, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.