Robert BaconCRD Number: 6365726
Current Firm: Advice And Planning Services
Robert Bacon (CRD# 6365726) is an Investment Advisor Representative working at Advice And Planning Services 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.
|Tiaa||Charlotte, NC||Jun 2017 - Current||< 1|
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Jun 2017 - Current||< 1|
|Pnc Investments||Charlotte, NC||Jul 2016 - May 2017||< 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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management21,673MILLIONS
Total Number of Accounts55,750ACCOUNTS
Average Account Value$388,745
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV