Perry Bacon
Perry Bacon is a registered investment advisor at LPL Financial LLC, based in La Jolla, CA, with 20 years of industry experience. Perry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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 Registrations41 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.
Exams
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