Michael Bond, financial advisor Tampa FL
96 score

Michael Bond

CRD Number: 5409123
Current Firm: Charles Schwab & Company, Inc.

Michael Bond (CRD# 5409123) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tampa, FL and has over 9 years of experience in the finance industry. Michael 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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Professional Designations
Company Name Location Dates Years
Charle Schwab Bank Tampa, FL Sep 2015 - Current 1
Charles Schwab & Company, Inc. Tampa, FL Sep 2015 - Current 1
Usaa Financial Planning Serivces Inc. Tampa, FL Nov 2013 - Jul 2015 1
Usaa Financial Advisors, Inc. Tampa, FL Nov 2013 - Jul 2015 1
Charles Schwab & Company,inc St Petersburg, FL Apr 2013 - Oct 2013 < 1
Charles Schwab Bank St Petersburg, FL Apr 2013 - Oct 2013 < 1
Usaa Financial Planning Services Tampa, FL Mar 2010 - Apr 2013 3
Usaa Financial Advisors, Inc. Tampa, FL Mar 2010 - Apr 2013 3
Edward Jones Tampa, FL Sep 2009 - Mar 2010 < 1
Country Financial Aurora, IL Dec 2008 - Sep 2009 < 1
Unemployed Aurora, IL Jun 2008 - Nov 2008 < 1
Sai Financial Services Warrenville, IL Mar 2008 - Jun 2008 < 1
Jpmorgan Chase Wheaton, IL Jul 2007 - Mar 2008 < 1
Unemployed Lockport, IL Nov 2006 - Jul 2007 < 1
Bachrach Clothing Orland Park, IL Mar 2000 - Nov 2006 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Michael J. Bond
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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
96
Clean Record
This advisor has a clean track record with regulators.

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