Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bacon is a financial advisor with Meridian Wealth Partners, LLC, and has been in the financial services industry since 1989. Timothy is a registered representative in Pennsylvania, where he focuses on providing financial planning, portfolio management, and selection of other advisers to individual and institutional clients. Timothy has a long history of working in the financial industry with experience at various firms. Timothy is a well-respected advisor with a strong commitment to providing excellent client service.
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.
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
PA
08/08/2019 - Present
Meridian Wealth Partners, LLC (EXTON PA)
PA
07/31/2017 - 09/19/2019
LPL FINANCIAL LLC (MALVERN PA)
PA
02/02/2015 - 05/02/2017
LPL FINANCIAL LLC (MALVERN PA)
PA
04/06/1999 - 02/10/2015
VALLEY FORGE ASSET MANAGEMENT, LLC (KING OF PRUSSIA PA)
PA
08/12/1992 - 07/26/1994
S. W. RYAN & COMPANY, INC. (WEST CONSHOHOCKEN PA)
NA
03/27/1990 - 08/19/1992
MAIN LINE INVESTMENT GROUP, LTD.
AZ
11/19/1989 - 04/27/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/04/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/27/1985 - 01/25/1989
PRUDENTIAL-BACHE SECURITIES INC.
BOTH
Issued 09/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 02/28/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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