Perry Bacon
Perry Bacon is a registered investment advisor at LPL Financial LLC, based in La Jolla, CA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7777 Fay Avenue Suite 305, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
January 2024Customer Dispute
September 2015Other Business ActivitiesSells Insurance
Perry operates Marine Street Financial as a DBA for his LPL business and acts in a fiduciary capacity for Marine Street Financial 401K. He is also the President of Lion Street and My Advisors Choice, and an agent for Advisors Choice Insurance Brokerage Solutions, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations40 states
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.