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William Carlisle Bone

Terra Wealth

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About William Carlisle Bone

William Carlisle Bone is an investment advisor representative with Terra Wealth. William is registered in Texas and holds the Series 6, Series 63, and Series 65 licenses, along with the Securities Industry Essentials (SIE) exam. William has been in the financial industry since 2018, previously working at PFS INVESTMENTS INC.. William specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. William also provides insurance sales services.

Firm Information

William Bone is currently registered with Terra Wealth. Terra Wealth, headquartered in High Point, North Carolina, is an investment advisory firm with over 50 licensed agents and investment advisor representatives. They manage over $340 million in assets for individuals, high-net-worth individuals, and charitable organizations. Their services include financial planning, portfolio management, and selection of other advisors.
Terra Wealth

400 WEST ENGLISH ROAD

HIGH POINT, NC 27262

$340.74M

Assets Under Management

Not reported

Total Clients

38

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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William Bone’s Registration & Firm History

NC

08/26/2022 - Present

Terra Wealth (HIGH POINT NC)

TX

10/08/2018 - 08/08/2022

PFS INVESTMENTS INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 08/23/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Carlisle Bone.
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