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Raymond Keith Bonner

BONNER & SMITH, LLC·LUBBOCK, Texas
Clean record19 years registeredBONNER & SMITH, LLC
5308 114TH ST, LUBBOCK, TX 79424CRD# 4460700Firm CRD# 114287

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raymond Keith Bonner · LUBBOCK, TX
Registration
CRD #4460700 · BONNER & SMITH, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

BONNER & SMITH, LLC
Jan 2007 – present
02

Registrations & Exams

Registration record
First registered · January 16, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BONNER & SMITH, LLC
CRD 114287 · SEC 801-81163
AUM
$230M
Regulatory assets under management
Employees
3
931 client accounts
Services offered by BONNER & SMITH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BONNER & SMITH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Raymond Keith Bonner offer?
Raymond Keith Bonner specializes in Financial Planning, Investment Management. Contact their office in LUBBOCK, Texas for a consultation.
What are Raymond Keith Bonner's credentials?
Raymond Keith Bonner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Keith Bonner located?
Raymond Keith Bonner is based in LUBBOCK, Texas, working with BONNER & SMITH, LLC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.
How does Raymond Keith Bonner charge for services?
Raymond Keith Bonner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BONNER & SMITH, LLC?
BONNER & SMITH, LLC has approximately 3 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Susan Denise Smith
LUBBOCK, TX

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