Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Bond is an investment advisor representative associated with Tucker Asset Management LLC in Littleton, Colorado. Gene's previous experience includes time with various firms such as ALLSTATE FINANCIAL SERVICES, LLC, PFS INVESTMENTS INC., PRUCO SECURITIES CORPORATION, and others. Gene is licensed to conduct business in Louisiana and Mississippi and has earned various licenses and certifications including Series 6, 7, 26, 63, and 65. Gene specializes in providing financial planning and portfolio management services for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
1
2
MS
01/23/2023 - Present
Tucker Asset Management LLC (Ridgeland MS)
MS
02/01/2012 - 09/03/2013
ALLSTATE FINANCIAL SERVICES, LLC (MERIDIAN MS)
GA
10/16/2003 - 12/04/2004
PFS INVESTMENTS INC. (DULUTH GA)
NJ
07/02/1993 - 01/02/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
GA
01/04/1993 - 06/25/1993
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
08/05/1992 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
GA
05/22/1987 - 08/14/1992
PFS INVESTMENTS INC. (DULUTH GA)
NA
05/23/1986 - 12/09/1986
THE STUART-JAMES COMPANY, INC.
IA
Issued 09/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/31/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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