RB
ChFC
RB
ChFC

Ralph Bond

17 Years of Experience
Memphis, TN
BrokerSells Insurance

Ralph Bond is a ChFC-designated registered investment advisor at Packerland Brokerage Services, INC., based in Memphis, TN, with 17 years of industry experience. Ralph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,868 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
4,868 clients
Average Client Portfolio
$279K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Packerland offers several investment management programs with fees structured as a percentage of your portfolio, billed in advance on a quarterly basis. Because the firm works with various third-party platforms and money managers, specific fee schedules are negotiated directly between you and your investment advisor representative. Depending on the program selected—such as individual portfolio management, co-advisory programs, or unified managed accounts—fees may be bundled to cover advisory, custodial, and trading services, or charged separately. There are no account minimums required by Packerland itself to open an advisory account, though specific third-party programs or model portfolios may have their own minimum investment requirements.

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Location

1255 Lynnfield Road, #109, Memphis, TN, 38119

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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 ActivitiesSells Insurance

Ralph is involved with Exclusive Financial Strategies, dedicating a full-time commitment to investment-related activities since 2014. He also sells fixed insurance, life insurance, long-term care insurance, and disability insurance.

Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
July 2017 - Present · 9 yrs 3 mos
Packerland Brokerage Services, INC.
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Lasalle St. Investment Advisors, L.L.C.
September 2016 - July 2017 · 10 mos
Lasalle St Securities, L.L.C.Broker
September 2016 - July 2017 · 10 mos
Dempsey Lord Smith, LLCBroker
August 2013 - September 2016 · 3 yrs 1 mo
Dempsey Lord Smith, LLC
August 2013 - September 2016 · 3 yrs 1 mo
Securian Financial Services, INC.
February 2009 - December 2011 · 2 yrs 10 mos
Securian Financial Services, INC.Broker
October 2008 - December 2011 · 3 yrs 2 mos
PFS Investments INC.Broker
March 2007 - October 2008 · 1 yr 7 mos
State Registrations9 states
GALAMDMSNCOHTNTXVA
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.
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