Charles Futel, financial advisor Cincinnati OH

Charles Futel

CRD Number: 1201636
Current Firm: Primerica Advisors
Compensation Model: Both

Charles Futel (CRD# 1201636) is an Investment Advisor Representative working at Primerica Advisors in Cincinnati, OH and has over 35 years of experience in the finance industry.

 

A native of Chicago, Illinois, Chuck entered college at age 16 and earned a Bachelor of Science in Chemical Engineering from the University of Illinois, Urbana-Champaign.  He moved to Cincinnati and joined Procter & Gamble in the Research and Development Division. 


After 5 years, he began his career with Primerica.


Chuck has influenced the Cincinnati community through financial empowerment, leadership development, and church ministry. He serves on the Foundation Board for Cincinnati-Hamilton County Community Action Agency. 


Chuck is married to Marcia A. Futel and they have 3 children: Gayla, a Network Engineer residing in Washington, D.C.; Keith, a middle school teacher in Cincinnati; and Desirae, a stylist/salon owner also residing in Cincinnati.

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Company Name Location Dates Years
Pfs Investments Inc. Cincinnati, OH Sep 1983 - Current 40
Primerica Financial Services Cincinnati, OH Jun 1983 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Charles Futel
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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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