Eric Bond, financial advisor Long Beach CA
83 score

Eric Bond

CRD Number: 2979826
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Eric Bond (CRD# 2979826) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Long Beach, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Long Beach, CA Jun 1999 - Current 17
Great Westen Bank Long Beach, CA Nov 1998 - Current 18
Lb Brokerage Lb, CA Aug 1995 - Current 21
Lb Brokerage Long Beach, CA Aug 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Jul 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Eric W. Bond
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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