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Charles B
Series 63, Series 65
Tulsa, OK
Primerica Advisors
Charles Bond III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been with Primerica since 1983 and has also worked in educational and recreational roles, including teaching tennis in Tulsa, Oklahoma. Outside of finance, he is a self-employed tennis instructor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and employs BNY Mellon Advisors for trading and model implementation.
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