Dawn Bond (CRD# 2314167) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in Atlanta, GA and has over 30 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Amerity Wealth Management, LLC | Atlanta, GA | Jun 2022 - Current | 1 |
Amerity Financial | Atlanta, GA | Jan 2021 - Current | 3 |
Beacon Global Group, Inc. | Atlanta, GA | Oct 2019 - Current | 4 |
Beacon Global Advisor Network, LLC | Atlanta, GA | Oct 2019 - Current | 4 |
Compliance Advisory Services, Inc. | Newnan, GA | Jan 1999 - Dec 2019 | 20 |
Commonwealth Financial Network | Waltham, MA | Jul 2005 - Oct 2019 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1994 |
S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
- GA
-
Total Assets Under Management141MILLIONS
-
Total Number of Accounts496ACCOUNTS
-
Average Account Value$284,346
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, IL, IN, MA, MI, NC, NJ, NY, OH, OR, SC, TN, TX, VA, WA
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