Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Higginson Bacon is a financial advisor with LPL Financial LLC. Perry has been in the financial industry since 2006 and is registered to provide investment advice in 40 states. Perry's previous experience includes working at Wells Fargo Advisors Financial Network, LLC and Morgan Stanley. Perry has a strong track record of providing investment advice and financial planning services to a diverse range of clients, including individuals, families, businesses, and retirement plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/09/2024 - Present
LPL Financial LLC (LA JOLLA CA)
CA
10/11/2013 - 02/06/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LA JOLLA CA)
CA
07/20/2009 - 10/23/2013
MORGAN STANLEY (SAN DIEGO CA)
CA
01/17/2006 - 05/13/2009
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
BOTH
Issued 03/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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