William Bonds, financial advisor Oklahoma City OK

William Bonds

CRD Number: 2033782
Current Firm: D.a. Davidson & Company

William Bonds (CRD# 2033782) is an Investment Advisor Representative working at D.a. Davidson & Company in Oklahoma City, OK and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Oklahoma City, OK Sep 2019 - Current 2
Wells Nelson & Associates, LLC Oklahoma City, OK Mar 2001 - Sep 2019 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
Contact Info for William K. Bonds
Phone Number: 406-727-4200
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    27,233
    MILLIONS
  • Total Number of Accounts
    70,553
    ACCOUNTS
  • Average Account Value
    $385,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES

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