Devyn Bond, financial advisor Seneca SC

Devyn Bond

CRD Number: 7384484
Current Firm: Osaic Advisory Services, LLC

Devyn Bond (CRD# 7384484) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Seneca, SC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Frierson Capital Management Seneca, SC Jun 2022 - Current 1
Triad Advisors Norcross, GA Jun 2022 - Current 1
Triad Hybrid Solutions Norcross, GA Jun 2022 - Current 1
Full Time Student Central, SC Aug 2019 - Current 4
Carolina Bounce Seneca, CA May 2022 - Jun 2022 < 1
Instacart San Francisco, CA Jun 2021 - Jun 2022 1
Purpose Wealth Management Easley, SC Jun 2021 - Aug 2021 < 1
Blue Ridge Data Piedmont, SC Dec 2020 - Jan 2021 < 1
Blue Ridge Data Piedmont, SC Jun 2020 - Aug 2020 < 1
Blue Ridge Data Piedmont, SC Dec 2019 - Jan 2020 < 1
Smithfields Country Club Easley, SC Jun 2019 - Aug 2019 < 1
Full Time Student Easley, SC Jan 2013 - Jun 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2023
Contact Info for Devyn M. Bond
Phone Number: 866-580-8219
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    4,939
    MILLIONS
  • Total Number of Accounts
    20,269
    ACCOUNTS
  • Average Account Value
    $243,658
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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, WY

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