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CFA Institute Member Profile

Melner Robert Bond III, CFA

Awarded the CFA charter on 15 September 2000
  • Postal Code
  • Contact Information
  • Societies
    CFA Society Nashville
  • Professional Profile
    Job Title: Wealth Planner Job Function: Financial Adviser/Planner/Wealth Manager
  • Financial Adviser Profile
    Scope of Advisement: Business Succession · Estate Planning · Financial Planning · Investment Management · Retirement Planning · Tax Management Minimum Account Size: 100000 Dollar Company Assets Under Management: < 250 million

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