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Charles Rankin Bond

PFS Investments Inc.

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About Charles Rankin Bond

Charles Rankin Bond is a financial advisor with over 40 years of experience in the financial services industry. Bond is a registered representative with PFS Investments Inc. and has been with the firm since 1983. Bond holds a Series 1, Series 6, Series 63, Series 26, and Series 65 license. He is also a registered investment advisor with the state of Oklahoma and Texas. Bond's experience and expertise include providing financial planning and investment management services to a variety of clients, including individuals, families, and businesses. Bond has a strong commitment to providing personalized, comprehensive, and client-centered financial advice.

Firm Information

Charles Bond is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Bond’s Registration & Firm History

OK

08/21/2024 - Present

PFS Investments Inc. (TULSA OK)

NA

11/06/1978 - 01/05/1982

WESTAMERICA FINANCIAL CORPORATION

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Licenses & Designations

IA

Issued 03/29/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/27/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Rankin Bond.
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