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Diana Lynn Bacon

Apella Wealth

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About Diana Lynn Bacon

Diana Lynn Bacon is a financial advisor with Apella Wealth. Diana is registered with the state of California, Connecticut and Texas. She has a Series 7, Series 63, and Series 65 license. Diana has been in the financial services industry since 1999. Diana is also a Certified Financial Planner. Diana's previous employment was with Mercer Allied Company, L.P. Diana is a Registered Representative of Apella Wealth. Apella Wealth offers financial planning, portfolio management for individuals, and other financial services.

Firm Information

Diana Bacon is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee for financial planning services. fees for technology.

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Diana Bacon’s Registration & Firm History

TX

12/21/2020 - Present

Apella Wealth (DALLAS TX)

NY

03/02/1999 - 09/20/2002

MERCER ALLIED COMPANY, L.P. (COHOES NY)

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Licenses & Designations

IA

Issued 11/08/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Diana Lynn Bacon.
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