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Minor Bond

13 Years of Experience
Ocala, FL
Broker

Minor Bond is a registered investment advisor at Raymond James & Associates, INC., based in Ocala, FL, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2701 SW 34th Street, Building 100, Ocala, FL, 34474

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Minor is the head baseball coach at Trinity Catholic High School, dedicating a significant amount of time to this role. He is also a committee member of the Florida High School Athletic Association, requiring minimal time commitment.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2023 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.
October 2003 - August 2010 · 6 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2003 - August 2010 · 7 yrs 1 mo
Morgan Stanley
February 2000 - July 2003 · 3 yrs 5 mos
Morgan Stanley Dw INC.Broker
January 2000 - July 2003 · 3 yrs 6 mos
State Registrations17 states
ALCADEFLGAILINKYLAMAMDMINCNJNYSCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Minor Bond - Financial Advisor | TrueAdvisor