Charles Richmond (CRD# 7756676) is an Investment Advisor Representative working at Primerica Advisors in Bogalusa, LA and has 1 year of experience in the finance industry. Charles Richmond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2956594
Creativeone Securities, LLC
CRD# 2895990
Cetera Investment Advisers LLC
CRD# 6895429
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Wichita Falls, TX | Jun 2023 - Current | < 1 |
| Primerica Financial Services | Wichita Falls, TX | Dec 2014 - Current | 9 |
| United States Air Force | Pentagon, DC | Jun 1996 - Current | 27 |
| Washington Inc. | Tylertown, MS | Jun 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2023 |
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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