Melner Bond (CRD# 1496587) is an Investment Advisor Representative working at Oasis Wealth Planning Advisors in Nashville, TN and has over 22 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self-employed | Nashville, TN | Oct 2015 - Current | 8 |
| Bond Coffee Company | Nashville, TN | Feb 2013 - Current | 11 |
| Envision Wealth Planning | Brentwood, TN | Jun 2016 - Apr 2017 | < 1 |
| Wells Fargo Private Bank | Nashville, TN | Sep 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
- AL
- FL
- GA
- TN
- TX
-
Total Assets Under Management222MILLIONS
-
Total Number of Accounts786ACCOUNTS
-
Average Account Value$282,019
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, GA, TN, TX
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