Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Bacon is a financial advisor who has been in the industry since 1992. Angela is currently registered with Rockefeller Financial LLC and is licensed in 30 states. Angela has a broad range of experience working with clients including individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Prior to joining Rockefeller Financial LLC, Angela was a financial advisor at UBS Financial Services Inc. for 12 years. Angela specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
09/04/2020 - Present
Rockefeller Financial LLC (Houston TX)
TX
11/10/2008 - 09/15/2020
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
08/18/1992 - 11/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BOTH
Issued 11/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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