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Advisors / South Carolina / Seneca
3yrs

Devyn Bond

Financial advisor at Osaic Advisory Services

Devyn Bond is a fiduciary financial advisor in Seneca, South Carolina, with 3 years in the industry. Devyn joined Osaic Advisory Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 44 advisors with offices in Seneca, and one of 40 fiduciaries.

Seneca, SC 29678Fiduciary advisor

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office135 J Eagles Nest Drive, Seneca, SC 29678
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$508,486
Advisors at the firm277
States licensed ?1 state

Services through Osaic Advisory Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now

Questions to ask Devyn

Tailored to Devyn’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Devyn

How do I contact Devyn?

Call Osaic Advisory Services at (866) 580-8219 and ask for Devyn Bond. Devyn works from the Seneca, SC office.

How long has Devyn been a financial advisor?

Devyn has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does Devyn hold?

Series 66. Tap any license on this page to see what it allows.

Is Devyn a fiduciary?

Devyn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Devyn paid?

Osaic Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Devyn for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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