Vincent BonaCRD Number: 6336310
Current Firm: Advice And Planning Services
Vincent Bona (CRD# 6336310) is an Investment Advisor Representative working at Advice And Planning Services in Philadelphia, PA and has over 8 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Philadelphia, PA||Aug 2018 - Current||4|
|Tiaa||Philadelphia, PA||Aug 2018 - Current||4|
|Pnc Investments||Pittsburgh, PA||Feb 2015 - Aug 2018||3|
|Pnc Bank||Yardley, PA||Feb 2015 - Aug 2018||3|
|Wells Fargo Advisors, LLC||Warminster, PA||May 2014 - Feb 2015||< 1|
|Wells Fargo Bank, Na||Warmimster, PA||Mar 2013 - Feb 2015||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2014|
|S65||NASAA Investment Advisors Law Examination||Jul 2017|
Total Assets Under Management30,907MILLIONS
Total Number of Accounts76,892ACCOUNTS
Average Account Value$401,951
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, 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, VI, VT, WA, WI, WV, WY
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