Thomas Bacon, financial advisor Hudson MA
93 score

Thomas Bacon

CRD Number: 1957332
Current Firm: Trust Advisory Group Ltd

Thomas Bacon (CRD# 1957332) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Hudson, MA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Advisory Group Equity Services Ltd Natick, MA Mar 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Thomas D. Bacon
Phone Number: 781-933-6100
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    126
    MILLIONS
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $223,804
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
Types of Clients
Registered States

CA, CT, FL, GA, IL, MA, MD, ME, MI, MT, NC, NH, NJ, NY, PA, RI, SC, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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