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professional profile

Karen J Bacon, CFP

AgentRRIAR Warwick, RI CRD 2410249 Last verified October 2026

Overview

Karen J Bacon is an insurance agent, a registered representative and an investment adviser representative based in Warwick, RI, with 32 years in the industry.

Years in the industry
32
States licensed
5
States registered
12
Carrier appointments
32

Contact

2 business emails and 1 phone number on file

Registrations and licenses

  • Licensed in 5 states
  • Registered in 12 states
  • Producer
  • Series 14
  • Series 24
  • Series 51
  • Series 66
  • Series 7
  • Series 99TO
  • SIE

3 lines of authority, with every state and its dates

Firms

Employment history since 1994

Carriers

32 active carrier appointments

Book and practice

Firm assets under management on file

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