Bradley Bond, financial advisor Weston FL

Bradley Bond

CRD Number: 3131080
Current Firm: Osaic Wealth, Inc.

Bradley Bond (CRD# 3131080) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Weston, FL and has over 24 years of experience in the finance industry. Bradley 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.

Similar Advisors
Mario Yngerto, financial advisor Weston FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Christopher Conness, financial advisor Weston FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Hans Abate, financial advisor Weston FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. Weston, FL Nov 2018 - Current 5
Bond Financial Services LLC Weston, FL Nov 2015 - Current 8
Signator Investors, Inc. Weston, FL May 2016 - Nov 2018 2
Transamerica Financial Advisors, Inc. Weston, FL Dec 2015 - May 2016 < 1
Raymond James Amp; Associates Weston, FL Oct 2014 - Nov 2015 1
Raymond James Financial, Inc. St Petersburg, FL Jul 2002 - Oct 2014 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 1999
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Bradley J. Bond
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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

Ready to hire a financial advisor? Get competitive proposals from Bradley Bond and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.