Greer Bacon, financial advisor Spokane WA

Greer Bacon

CRD Number: 704356
Current Firm: Asset Planning & Management, Inc.

Greer Bacon (CRD# 704356) is an Investment Advisor Representative working at Asset Planning & Management, Inc. in Spokane, WA and has over 23 years of experience in the finance industry. Greer 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
Asset Planning & Management, Inc. Spokane, WA Jan 1997 - Current 23
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 1997
Contact Info for Greer G. Bacon
Phone Number: 509-838-4175
Registered State(s):
  • ID
  • WA
By the Numbers
  • Total Assets Under Management
    117
    MILLIONS
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $1,465,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

ID, WA

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

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