Tabitha Bond, financial advisor Fairhope AL

Tabitha Bond

CRD Number: 5432977
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tabitha Bond (CRD# 5432977) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairhope, AL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairhope, AL Aug 2017 - Current 6
Wells Fargo Bank, Na Spanish Fort, AL Sep 2013 - Aug 2017 3
Wells Fargo Clearing Services, LLC Spanish Fort, AL Nov 2016 - Jul 2017 < 1
Wells Fargo Advisors, LLC Spanish Fort, AL Sep 2013 - Nov 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Tabitha L. Bond
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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