Ryan Bond, financial advisor San Francisco CA

Ryan Bond

CRD Number: 6761408
Current Firm: Personal Capital Advisors Corporation

Ryan Bond (CRD# 6761408) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in San Francisco, CA and has over 3 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.

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Wealth & Tax Planners
Professional Designations
Company Name Location Dates Years
Personal Capital Advisors Corporation Westchester, PA Jan 2021 - Current < 1
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
Contact Info for Ryan A. Bond
Phone Number: 415-800-5922
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    16,151
    MILLIONS
  • Total Number of Accounts
    69,953
    ACCOUNTS
  • Average Account Value
    $230,877
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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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