William BondsCRD 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.
Leonard Investment Advisors Inc.
Plan Group Financial, Inc.
|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|
Total Assets Under Management27,233MILLIONS
Total Number of Accounts70,553ACCOUNTS
Average Account Value$385,992
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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