Diana BaconCRD Number: 3082742
Current Firm: Bacon Financial Management Inc.
Diana Bacon (CRD# 3082742) is an Investment Advisor Representative working at Bacon Financial Management Inc. in Dallas, TX and has over 17 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.
Khp Capital LLC
Commonwealth Financial Network
Summit Financial Group Inc.
|Concert Wealth Management, Inc.||San Jose, CA||Jan 2014 - Current||3|
|Bacon Financial Management, Inc.||Dallas, TX||Nov 2006 - Current||10|
|Paratus Financial, Inc.||Dallas, TX||Sep 2004 - Oct 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 2002|
Total Assets Under Management3MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$25,920
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops