AB
CFP
AB
CFP

Anthony Bondoch

24 Years of Experience
Atlanta, GA
BrokerSells Insurance

Anthony Bondoch is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

999 Peachtree Street NE, Suite 400, Atlanta, GA, 30309

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anthony is the CEO of AMB Financial Services, focusing on asset management and retirement planning, taking about half of his time. He also works as an agent for Anthony M Bondoch & Associates, LLC, soliciting clients on non-variable insurance products, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2009 - Present · 17 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 2009 - Present · 17 yrs 5 mos
Raymond James Financial Services, INC.
February 2009 - Present · 17 yrs 5 mos
Previous Registrations
Citigroup Global Markets INC.
November 2005 - March 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
June 2001 - March 2009 · 7 yrs 9 mos
State Registrations25 states
ALAZCACODCDEFLGAILINKYMDMNMONCNJNYPASCSDTNTXVAWAWI
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.