Charles B. Bond
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Charles Bradley Bond, CFP®, who also goes by Brad Bond, C. B. Bond, C. Bradley Bond, Charles B. Bond, Charles Bond, was a registered financial professional .
Charles is a previously registered financial professional and started their career in finance in 1996. Charles had worked at 1 firm and has passed the Series 65 and Series 2 exams.
Services Offered
Specializations
Biography
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1997
Experience
September 10, 1996 - March 26, 2026
C.B. BOND FINANCIAL PLANNING, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 2
Date: 8/13/1996
Non-Member General Securities ExaminationCurrent Firm
C.B. BOND FINANCIAL PLANNING, INC.
CRD#: 117765 / SEC#:
Contact information
Red Flags
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