Tabitha
Bond

About this Advisor

Tabitha Bond is a financial advisor operating out of Fairhope, Alabama, who has been in the industry for 12 years. Bond is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Bond has held roles at Rbc Bank, Pen Air Federal Credit Union, Cetera Investment Services LLC, Wells Fargo Advisors, LLC, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Inc. Bond has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Alabama and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a company that has its headquarters in Fairhope, Alabama. It has offices in 3,270 locations and a total of 36,383 employees. It manages $962 billion in assets across its 2,529,169 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 4,927 charities and foundations. Of its 2,529,169 accounts, just 7% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services largely are based on which services the firm provides the client. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include any blend of asset-based, fixed and commission-based fees.