DB
CFP
DB
CFP

Dennis Bacon

31 Years of Experience
Lees Summit, MO
Broker

Dennis Bacon is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lees Summit, MO, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

600 SW Jefferson Street, Suite 208, Lees Summit, MO, 64063

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dennis is involved in several outside business activities, including speaking, coaching, owning Bacon Financial Advisors, owning a rental condo, and providing operational consulting as a CPA. He also receives referral fees from Employco USA.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2015 - Present · 11 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 2015 - Present · 11 yrs 5 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2012 - February 2015 · 2 yrs 9 mos
Wells Fargo Advisors Financial Network, LLC
May 2012 - February 2015 · 2 yrs 9 mos
Wells Fargo Advisors, LLC
November 2009 - May 2012 · 2 yrs 6 mos
Wells Fargo Advisors, LLCBroker
November 2009 - May 2012 · 2 yrs 6 mos
Raymond James Financial Services Advisors, INC
January 2009 - November 2009 · 10 mos
Raymond James Financial Services
May 2001 - January 2009 · 7 yrs 8 mos
Raymond James Financial Services, INC.Broker
April 2001 - November 2009 · 8 yrs 7 mos
Walnut Street Securities, INC.Broker
September 1996 - April 2001 · 4 yrs 7 mos
Walnut Street Securities, INC.Broker
September 1994 - May 1996 · 1 yr 8 mos
Locust Street Securities, INC.Broker
December 1993 - October 1994 · 10 mos
State Registrations10 states
ARAZGAIAILKSMOOKPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.