Charles B. Bond

C.B. BOND FINANCIAL PLANNING

Greensburg, PA

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CRD#: 2790023

Professional summary

Charles Bradley Bond, CFP®, who also goes by Brad Bond, C. B. Bond, C. Bradley Bond, Charles B. Bond, Charles Bond, is a registered financial advisor currently at C.B. BOND FINANCIAL PLANNING, INC. located in Greensburg, Pennsylvania.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Charles has worked at 1 firm and has passed the Series 65 and Series 2 exams.

Biography

C. Bradley Bond is a member of the Garrett Planning Network, a nationwide network of professional, fee-only financial advisors who serve people from all walks of life, not just the wealthy.  We offer services on an hourly, as-needed basis, with no minimum account size or net worth requirements.

Question & Answer

What are your service offerings?

Education Planning

Comprehensive Financial Planni...

Divorce Planning

Insurance Planning

Tax Planning

Retirement Planning

Estate Planning

Budgeting

Investment Planning

Debt Management

Do you have an area of expertise or specialization?

College/Education Planning

Investment Advice without Ongo...

Middle Income Client Needs

Retirement Planning & Distribu...

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Brad Bond | C. B. Bond | C. Bradley Bond | Charles B. Bond | Charles Bond

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Bradley Bond's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

September 10, 1996 - Present

C.B. BOND FINANCIAL PLANNING, INC.

RIA

CRD#: 117765

Greensburg, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(8/2/2019)

IAR

Pennsylvania
(9/10/1996)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/14/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 8/13/1996

Non-Member General Securities Examination

Current Firm

C.B. BOND FINANCIAL PLANNING, INC.

CRD#: 117765 / SEC#:

New York

Registered Investment Advisory firm - (10/3/2011 Terminated)

North Carolina

Registered Investment Advisory firm - (8/2/2019 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/10/1996 Approved)

Texas

Registered Investment Advisory firm - (4/27/2021 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Greensburg, PA

Mailing Address

500 Westover Drive #12069, Sanford, NC 27330

Phone number

(724) 733-2280

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Charles B. Bond

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Bradley Bond's CRS (Customer Relationship Summary).

Certified licenses

Experience

C.B. BOND FINANCIAL PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/1996

Series 2

Date: 8/13/1996

Current Firm

C.B. BOND FINANCIAL PLANNING, INC.

Contact information

Documents

Red Flags

Company Information

C.B. BOND FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

Contact information

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