C.b. Bond Financial Planning, Inc.

C.b. Bond Financial Planning, Inc. (CRD# 117765) is a financial advisory firm headquartered in Sanford, NC. They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
500 Westover Drive, #12069, Sanford, NC 27330
http://cbbondfinancialplanning.com/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

NC, PA, TX

Financial Advisors at C.b. Bond Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
C. Bradley Bond, financial advisor Greensburg PA
C. Bradley Bond
CRD#: 2790023
Greensburg, PA

Brad Bond (CRD# 2790023) is an Investment Advisor Representative working at C.B. Bond Financial Planning, Inc. in Export, PA, a suburb of Pittsburgh.  He has over 19 years of experience in the finance industry.  Mr. Bond has taken additional exams to become a Certified Financial Planner (CFP®) Practitioner. 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.

 

Brad works with individuals and families from various life stages, including:

 

  • Those just starting out
  • Mid-career families
  • Retirees and pre-retirees
  • Those with special circumstances such as death or divorce, inheritance, or career changes.

There are no minimum income or asset levels to become a client.  He is a fiduciary, and receives no third party compensation.  He offers one-time as well as ongoing engagements. 

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals