Michael BondCRD 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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