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Richard Watts Bond

Atticus Wealth Management

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About Richard Watts Bond

Richard Bond is an investment advisor representative with Atticus Wealth Management, licensed in Georgia and Louisiana. Richard has been in the industry since 2006, with experience at Wells Fargo Clearing Services, LLC and SunTrust Investment Services, Inc. Richard has passed the Series 7, Series 31, SIE, and Series 66 exams. Richard specializes in working with high-net-worth individuals, corporations, and pension plans, providing financial planning, portfolio management, and pension consulting.

Firm Information

Richard Bond is currently registered with Atticus Wealth Management. Atticus Wealth Management is an independent wealth management firm located in PALM BEACH GARDENS, FL. They serve a range of clients, including high-net-worth individuals, corporations, and pension plans, with an emphasis on financial planning, portfolio management, and pension consulting. They manage approximately $370,105,562 in assets for 697 accounts.
Atticus Wealth Management

11380 PROSPERITY FARMS ROAD

PALM BEACH GARDENS, FL 33410

$370.11M

Assets Under Management

Not reported

Total Clients

6

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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percentage of assets

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

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Richard Bond’s Registration & Firm History

FL

01/07/2022 - Present

Atticus Wealth Management (PALM BEACH GARDENS FL)

GA

07/02/2009 - 09/30/2021

WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)

GA

03/23/2006 - 06/16/2009

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 05/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 03/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Watts Bond.
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