William BondCRD Number: 5510313
Current Firm: Park Avenue Securities LLC
William Bond (CRD# 5510313) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fort Collins, CO and has over 8 years of experience in the finance industry.
Martin Wealth Management, LLC
Contryman Wealth Advisors
Oaktree Financial Planning, LLC
|Guardian Life Ins||Fort Collins, CO||Nov 2014 - Current||1|
|Park Avenue Securities||Fort Collins, CO||Nov 2014 - Current||1|
|Bank Of America, N.a.||Fort Collins, CO||Dec 2012 - Oct 2014||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Fort Collins, CO||Jun 2012 - Oct 2014||2|
|Springleaf Financial||Fort Collins, CO||Mar 2012 - Jun 2012||< 1|
|Northwestern Mutual||Fort Collins, CO||Mar 2011 - Mar 2012||1|
|Unemployed||Fort Collins, CO||Nov 2010 - Mar 2011||< 1|
|Country Financial||Fort Collins, CO||Apr 2008 - Nov 2010||2|
|Country Financial||Loveland, CO||Apr 2008 - Nov 2010||2|
|Country Capital Management Company||Loveland, CO||Mar 2008 - Nov 2010||2|
|Us Bank||Loveland, CO||Sep 2004 - Apr 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2008|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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