Ralph
Bond

Packerland Brokerage Services, Inc

CRD#5165428
Investment Advisor
in Memphis, TN

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About this Advisor

Ralph Bond is a financial advisor based in Memphis, Tennessee, working with Packerland Brokerage Services, Inc. Ralph has previously held positions at Dempsey Lord Smith, LLC, Sims Financial Group, Exclusive Financial Strategies, Lasalle St. Securities, and Packerland Brokerage Services. Ralph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas, Mississippi, North Carolina, Ohio, and Tennessee. Currently, Ralph is part of Packerland Brokerage Services, Inc, which operates out of Memphis, Tennessee. The firm has 133 offices and 290 employees. The firm manages assets totaling $854.2 million 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Packerland Brokerage Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1255 Lynnfield Road #109
Memphis, TN 38119

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Packerland Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$854,243,663

TN Average: $2,826,565,184
Total Number of Employees

290

TN Average: 43
Total Number of Accounts

4,831

TN Average: 1,898
Average Account Size

$176,825

TN Average: $1,489,234

Investment Advisory Services

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

Ralph Bond Work History

2017 - Present (7 years)

Packerland Brokerage Services

2015 - Present (9 years)

Exclusive Financial Strategies

2016 - 2017 (1 year)

Lasalle St. Securities

2013 - 2016 (3 years)

Dempsey Lord Smith, LLC

2011 - 2015 (4 years)

Sims Financial Group

Disclosures

Please visit the SEC profile of Ralph 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 Packerland Brokerage Services, Inc

Mick Scheuer
Kewaunee, WI
Quinton Cretton Presnell
Green Bay, WI
Matthew Garot
Green Bay, WI
Kyle Kurscheidt
Kiel, WI
Jerry Bien
Irvine, CA
James Ison
Wausau, WI
Johnnie Brooks
Canton, GA
Jonathon Venhuizen
Waupun, WI

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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