Bradley
Bond

Osaic Wealth, Inc

CRD#3131080
Investment Advisor
in Weston, FL

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About this Advisor

Bradley Bond is a financial advisor based in Weston, Florida, working with Osaic Wealth, Inc. Bradley has previously held positions at Signator Investors, Inc, Royal Alliance Associates, Inc, Transamerica Financial Advisors, Inc, Raymond James Amp; Associates, Raymond James Financial, Inc, and Bond Financial Services LLC. Bradley has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Bradley is part of Osaic Wealth, Inc, which operates out of Weston, Florida. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Weston, FL

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Osaic Wealth, Inc Brokerage Details

Total Assets Under Management

$94,557,613,744

FL Average: $1,555,372,352
Total Number of Employees

6,838

FL Average: 37
Total Number of Accounts

437,201

FL Average: 1,370
Average Account Size

$216,280

FL Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bradley Bond Work History

2018 - Present (6 years)

Royal Alliance Associates, Inc

2015 - Present (9 years)

Bond Financial Services LLC

2016 - 2018 (2 years)

Signator Investors, Inc

2015 - 2016 (1 year)

Transamerica Financial Advisors, Inc

2014 - 2015 (1 year)

Raymond James Amp; Associates

2002 - 2014 (12 years)

Raymond James Financial, Inc

Disclosures

Please visit the SEC profile of Bradley Bond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Wealth, Inc

Mikal Ludolph
Waterloo, IA
James Cosgriff
Buffalo, NY
Austin Kemmerer
Effingham, IL
Zachary Mcqueen
Overland Park, KS
Phillip Laird
Lake Worth, FL
Thomas Wagaman
Mc Lean, VA
David Watercutter
Fort Wayne, IN
Karly Witte
Emporia, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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