Robert BaconCRD Number: 6365726
Current Firm: Pnc Investments
Robert Bacon (CRD# 6365726) is an Investment Advisor Representative working at Pnc Investments in Charlotte, NC and has over 3 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Pnc Investments||Charlotte, NC||Jul 2016 - Current||1|
|Wells Fargo Advisors, LLC||Charlotte, NC||Jun 2014 - Jul 2016||2|
|Wells Fargo Home Mortgage||Charlotte, NC||Mar 2008 - Jun 2014||6|
|Jp Morgan Chase Bank||Charlotte, NC||Nov 2006 - Mar 2008||1|
|Countrywide Home Loans||Charlotte, NC||Nov 2004 - Nov 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- 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)
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