Ryan Bond (CRD# 6761408) is an Investment Advisor Representative working at Savvy in West Chester, PA and has over 5 years of experience in the finance industry. Ryan Bond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Savvy Advisors | New York, NY | Aug 2023 - Current | < 1 |
| Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Jul 2023 | < 1 |
| Personal Capital Advisors Corporation | Westchester, PA | Jan 2021 - Feb 2023 | 2 |
| The Vanguard Group, Inc. | Malvern, PA | Jun 2018 - Dec 2020 | 2 |
| Pennington Partners & Company | Bethesda, MD | Jul 2017 - May 2018 | < 1 |
| University Of Delaware | Newark, DE | Aug 2014 - May 2018 | 3 |
| Morgan Stanley | Brooklandville, MD | May 2017 - Aug 2017 | < 1 |
| Pinnacle Energy Home Improvement | Newark, DE | Jun 2015 - Aug 2015 | < 1 |
| St. Paul's School For Boys | Brooklandville, MD | Aug 2001 - Jun 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- PA
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Total Assets Under Management401MILLIONS
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Total Number of Accounts1,218ACCOUNTS
-
Average Account Value$329,472
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, CA, CO, DE, FL, ID, IL, KY, MA, NC, NJ, NY, OR, PA, TX, WA
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