Wilton Bacon, financial advisor Boca Raton FL

Wilton Bacon

CRD Number: 825217
Current Firm: Truist Advisory Services, Inc.

Wilton Bacon (CRD# 825217) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Boca Raton, FL and has over 39 years of experience in the finance industry. Wilton 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.

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Professional Designations
Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Aug 2016 - Current 7
Suntrust Investment Services,inc Atlanta, GA Jul 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Wilton J. Bacon
Phone Number: 404-813-7713
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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