Lpl Financial LLC
About this Advisor
Phillip Bacon is a financial advisor operating out of Columbia, Missouri, with a total of 12 years of work experience. Bacon is on the advisory team at Lpl Financial LLC. Their career trajectory has included roles at Mass Mutual Life Insurance Co, Mml Investors Services, LLC, University Of Missouri, Missouri Army National Guard, Mediacom Communication Corporation, United States Army and Lpl Financial LLC. Bacon maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Missouri. Lpl Financial LLC is a registered investment business that has its headquarters in Columbia, Missouri. It has offices in 9,898 locations and a total of 28,744 employees. It manages $404 billion in total assets between its 1,517,995 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 3,162 charities and foundations. Of its 1,517,995 customer accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Phillip Bacon Work History
Phillip has 12 years of experience.
Lpl Financial LLC
Mml Investors Services, LLC
Mass Mutual Life Insurance Co
University Of Missouri
Missouri Army National Guard
Mediacom Communication Corporation
United States Army
Phillip Bacon has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Saint Louis, MO
San Diego, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact firstname.lastname@example.org. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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