Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claud? Claim Your ProfileClaud William Bond is a registered Investment Advisor Representative in South Carolina and is associated with Greenwood Capital Associates, LLC, based in Greenwood, South Carolina. Claud has been in the industry since December 2002. Claud holds the Series 65 and Series 66 securities licenses and is also registered as an Investment Advisor Representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting, consulting to retirement plan sponsors
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
% of aum for retirement ed/cons/inv mgmt, ref fees, rev share,
1
2
SC
11/12/2008 - Present
Greenwood Capital Associates, LLC (GREENWOOD SC)
IA
Issued 03/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/11/2003
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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