Diana Bacon, financial advisor Dallas TX

Diana Bacon

CRD Number: 3082742
Current Firm: Apella Wealth

Diana Bacon (CRD# 3082742) is an Investment Advisor Representative working at Apella Wealth in Dallas, TX and has over 24 years of experience in the finance industry. Diana 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
Apella Capital, LLC Glastonbury, CT Jan 2020 - Current 4
Bacon Financial Management, Inc. Dallas, TX Nov 2006 - Dec 2020 14
Concert Wealth Management, Inc. San Jose, CA Jan 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Diana L. Bacon
Phone Number: 860.785.2260
Registered State(s):
  • CA
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    2,478
    MILLIONS
  • Total Number of Accounts
    7,259
    ACCOUNTS
  • Average Account Value
    $341,392
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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