Michelle Bones, financial advisor Aiea HI

Michelle Bones

CRD Number: 7829678
Current Firm: First Command Advisory Services

Michelle Bones (CRD# 7829678) is an Investment Advisor Representative working at First Command Advisory Services in Aiea, HI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
First Command Brokerage Services, Inc. Fort Worth, TX Apr 2024 - Current < 1
First Command Advisory Services , Inc. Fort Worth, TX Apr 2024 - Current < 1
First Command Insurance Services , Inc. Fort Worth, TX Apr 2024 - Current < 1
First Command Brokerage Services, Inc. Fort Worth, TX Nov 2023 - Apr 2024 < 1
Tactical Revolution Dallas, TX Dec 2023 - Dec 2023 < 1
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Extended Travel Dallas, TX Nov 2022 - Sep 2023 < 1
Coral Crater Adventure Park Kapolei, HI Apr 2022 - Oct 2022 < 1
Kapolei Golf Club Kapolei, HI Jan 2022 - Apr 2022 < 1
Unemployed Dallas, TX Oct 2021 - Dec 2021 < 1
Richards Design Falmouth, MA Sep 2020 - Sep 2021 1
Unemployed Buzzards Bay, MA May 2020 - Aug 2020 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2024
Contact Info for Michelle R. Bones
Phone Number: 817-731-8621
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    17,482
    MILLIONS
  • Total Number of Accounts
    107,959
    ACCOUNTS
  • Average Account Value
    $161,929
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY

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