RB
Richard A. Bond
CLEAR NET WORTH, L.L.C.
BATON ROUGE, LA 70810
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CRD#: 5906888
RB
Professional summary
Richard Allen Bond is a registered financial advisor currently at CLEAR NET WORTH, L.L.C. located in Baton Rouge, Louisiana.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Richard has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LICENSED REAL ESTATE BROKER AND OWNER AT CLEAR PROPERTIES, LLC. 11930 PERKINS RD STE B BATON ROUGE, LA 70810. THIS BUSINESS IS NOT INVESTMENT RELATED. 02/2013-PRESENT. 20-50 HOURS PER MONTH. 20-50 HOURS DURING SECURITIES TRADING HOURS. SALES OF RESIDENTIAL AND COMMERICAL REAL PROPERTY AND MANAGEMENT OF RESIDENTIAL RENTAL PROPERTY. ATTORNEY AND OWNER OF THE BOND LAW FIRM, LLC. 11930 PERKINS ROAD STE B BATON ROUGE, LA 70810. 11/2011 - PRESENT. THIS BUSINESS IS NOT INVESTMENT RELATED. 0-20 HRS PER MONTH. 0-20 DURING SECURITIES TRADING HOURS. PROVIDE ESTATE PLANNING, WILLS, SUCCESSIONS, AND SOME SMALL DISPUTE REPRESENTATION TO CLIENTS. Owner/Partner of Bond Construction Company, LLC. 06/2016 - Present. This business is not investment related. 40 - 100 hours per month. 40-100 during trading hours. Licensed residential and commercial construction company focused mainly on the construction of small numbers of high end homes. Director of Gulf States Holdings, Inc. 06/2021- Present. Serve as a director of an insurance holding company and the two admitted subsidiaries. This is classified as an investment related business. 5-10 hours per quarter.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 6, 2011 - Present
CLEAR NET WORTH, L.L.C.
Office #1: 11930 Perkins Rd. Ste. B, Baton Rouge, LA 70810RIA
CRD#: 154555
BATON ROUGE, LA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(9/6/2011)
IAR
Texas(12/2/2011)
Current Firm
CN
CLEAR NET WORTH, L.L.C.
CLEAR NET WORTH, L.L.C.
CRD#: 154555 / SEC#:
Louisiana
Registered Investment Advisory firm - (9/6/2011 Approved)Texas
Registered Investment Advisory firm - (12/2/2011 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16850 Waterleaf Ave, Baton Rouge, LA 70817
Mailing Address
Phone number
(225) 572-5546
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 31 |
| AUM (Assets Under Management) | $ 18,030,517 |
Red Flags
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Company Information
CLEAR NET WORTH, L.L.C.
CRD#: 154555Baton Rouge, LA 70810TRUST BUT VERIFY
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