Stephen Bond, financial advisor Portage MI
90 score

Stephen Bond

CRD Number: 5918697
Current Firm: Raymond James Financial Services Advisors, Inc.

Stephen Bond (CRD# 5918697) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Portage, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc.. Portage, MI Mar 2012 - Current 4
Sanford Financial Services Portage, MI Oct 2011 - Current 5
Sanford Advisory Services Portage, MI Oct 2011 - Current 5
Raymond James Financial Services, Inc. Portage, MI Aug 2011 - Current 5
American Redecoration, Inc. Kalamazoo, MI Jul 2011 - Sep 2011 < 1
Western Michigan University Kalamazoo, MI Sep 2009 - Aug 2011 1
Northwestern Mutual Portage, MI May 2011 - Jun 2011 < 1
Western Michigan University Kalamazoo, MI Sep 2009 - Apr 2011 1
Pnc Bank Kalamazoo, MI Aug 2005 - Jun 2010 4
Western Michigan University Kalamazoo, MI Sep 2003 - Apr 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Stephen N. Bond
Phone Number: 727-567-5877
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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