Dylan Bond (CRD# 2676643) is an Investment Advisor Representative working at Bond Financial Group, Inc. in East Longmeadow, MA and has over 28 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Global Financial Private Capital, LLC | East Longmeadow, MA | Jan 2014 - Current | 10 |
Bond Financial Services | Longmeadow, MA | Jan 2000 - Current | 24 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1995 |
S65 | NASAA Investment Advisors Law Examination | May 2000 |
- CT
- FL
- MA
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts350ACCOUNTS
-
Average Account Value$94,516
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, FL, MA
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.