Charles Bones, financial advisor Charlotte NC

Charles Bones

CRD Number: 1682890
Current Firm: Milestone Investments, Inc.

Charles Bones (CRD# 1682890) is an Investment Advisor Representative working at Milestone Investments, Inc. in Charlotte, NC and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
One Digital Charlotte, NC Jul 2014 - Current 6
Milestone Investments, Inc. Charlotte, NC Jan 2011 - Current 10
Cp Benefit Services, Inc. Charlotte, NC Dec 2003 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Charles L. Bones
By the Numbers
  • Total Assets Under Management
    71
    MILLIONS
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $811,532
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

NC, SC

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