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.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
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 |
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.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management7,088MILLIONS
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Total Number of Accounts56,552ACCOUNTS
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Average Account Value$125,337
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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