James BondCRD Number: 25495
Current Firm: Wells Fargo Advisors Financial Network, LLC
James Bond (CRD# 25495) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Grosse Pointe, MI and has over 41 years of experience in the finance industry.
Lpl Financial LLC
Strategic Blueprint, LLC
Esi Financial Advisors
|Wells Fargo Advisors Financial Network, LLC||Grosse Pointe, MI||Apr 2021 - Current||1|
|Wells Fargo Clearing Services, LLC||Grosse Pointe Woods, MI||Nov 2016 - Apr 2021||4|
|Wells Fargo Advisors LLC||Grosse Pointe Woods, MI||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1981|
|S65||NASAA Investment Advisors Law Examination||Jan 1993|
Total Assets Under Management102,527MILLIONS
Total Number of Accounts222,705ACCOUNTS
Average Account Value$460,369
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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