Kerrie Louise Bond

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 06/2019
  Transamerica Financial Advisors, Inc
  Los Angeles, CA
• 08/2016 → Present
  World Financial Group, Inc.
  Los Angeles, CA
• 01/2015 → Present
  Bond Tactical Group Llc Dba Kerrie'S Counter
  Los Angeles, CA
• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA

Other Businesses

BOND TACTICAL GROUP LLC DBA KERRIE'S COUNTER/Investment Related - No/10739 ROCHESTER AVE. LOS ANGELES, CA /SELLING CLOTHING AND HOUSEHOLD PRODUCTS ONLINE EG PILLOWS amp

Exams

• S66 Uniform Combined State Law Examination
  2021-02-04
• S63 Uniform Securities Agent State Law Examination
  2017-02-02

Other Names

• Kerrie Bond