Stephen Bacon, financial advisor West Hartford CT

Stephen Bacon

CRD Number: 2124079
Current Firm: Concourse Financial Group Advisors

Stephen Bacon (CRD# 2124079) is an Investment Advisor Representative working at Concourse Financial Group Advisors in West Hartford, CT and has over 33 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
(dba) Pbi Financial Group LLC West Hartford, CT Jan 2002 - Current 22
Concourse Financial Group Securities Inc. West Hartford, CT Sep 1998 - Current 25
Bacon & Gendreau Tax Preparation West Hartford, CT Jun 1978 - Current 45
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S65 NASAA Investment Advisors Law Examination Nov 1998
Contact Info for Stephen B. Bacon
Phone Number: 800-288-3035
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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