Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip David Bacon is a financial advisor with Convergence Financial. Phillip has been in the financial industry since 2017 and is registered with the state of Missouri. Phillip's previous experience includes working at LPL FINANCIAL LLC and MML INVESTORS SERVICES, LLC. Phillip is a Series 7 and Series 66 licensed professional. He is dedicated to providing personalized financial advice and investment management services to individuals, families, 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.
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.
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2
MO
09/12/2024 - Present
Convergence Financial (Columbia MO)
MO
01/25/2021 - 04/28/2022
LPL FINANCIAL LLC (COLUMBIA MO)
MO
08/05/2017 - 01/26/2021
MML INVESTORS SERVICES, LLC (Columbia MO)
BOTH
Issued 10/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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