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Debra Ann Bond

Wells Fargo Clearing Services, LLC

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About Debra Ann Bond

Debra Ann Bond is a financial advisor with Wells Fargo Clearing Services, LLC. Debra has been in the financial services industry since 1988. Debra is registered to offer securities and investment advisory services in 47 states. Debra has a long history in the financial services industry, starting her career with Smith Barney, Harris Upham & Co., Incorporated. Prior to joining Wells Fargo, Debra was with Chase Investment Services Corp. and WAMU Investments, Inc. Debra holds the Series 3, 7, 24 and 66 licenses, and the SIE designation.

Firm Information

Debra Bond is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Debra Bond’s Registration & Firm History

GA

01/30/2020 - Present

Wells Fargo Clearing Services, LLC (CARTERSVILLE GA)

GA

05/02/2009 - 07/29/2011

CHASE INVESTMENT SERVICES CORP. (CANTON GA)

GA

09/19/2007 - 05/02/2009

WAMU INVESTMENTS, INC. (ALPHARETTA GA)

GA

03/19/2007 - 07/17/2007

STATE FARM VP MANAGEMENT CORP. (DOUGLASVILLE GA)

GA

04/30/1996 - 03/02/2007

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

GA

10/02/1994 - 04/18/1996

EQUITABLE SECURITIES CORPORATION (ATLANTA GA)

NA

10/22/1992 - 10/18/1994

JASON MACKENZIE SECURITIES, INC.

NY

09/29/1989 - 10/06/1992

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

07/18/1989 - 10/09/1989

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)

NJ

01/01/1988 - 08/04/1989

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 08/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/1989

Series 3 - National Commodity Futures Examination

BC

Issued 12/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Debra Ann Bond.
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