Mathew BaconCRD Number: 2905491
Current Firm: Hogantaylor Wealth
Mathew Bacon (CRD# 2905491) is an Investment Advisor Representative working at Hogantaylor Wealth in Tulsa, OK and has over 24 years of experience in the finance industry.
Burkholder Wealth Management
Bok Financial Advisors
Financial Security Investment Management Corporaton
|Disciplined Investments, LLC||Tulsa, OK||Jul 2009 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
|S66||NASAA Uniform Combined State Law Examination||Dec 2000|
Total Assets Under Management479MILLIONS
Total Number of Accounts829ACCOUNTS
Average Account Value$577,367
- 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
- Pension consulting services
AR, CO, NH, OK, TX
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