Charles Thomas Cammack

34 Years of Experience

3 DisclosuresBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Bfc Planning, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

168 advisors

Number of Clients

6,720 clients

Average Client Portfolio

$302K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:$25K

Location

310 Broad Street, Suite 215, Selma, AL, 36701

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

December 2010

Final

Customer Dispute

June 1997

Settled

Customer Dispute

March 1997

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Charles is an insurance owner since 1991, selling term life insurance. This activity requires minimal time.

Employment History

Current Registrations

Bfc Planning, INC.

January 2019 - Present · 7 yrs 1 mo

Berthel Fisher & Company Financial Services, INC.

March 2010 - Present · 15 yrs 11 mos

Berthel, Fisher & Company Financial Services, INC.Broker

February 2010 - Present · 16 yrs

Previous Registrations

First Legacy Securities, LLC

October 2008 - February 2010 · 1 yr 4 mos

First Legacy Securities, LLCBroker

September 2008 - February 2010 · 1 yr 5 mos

Sunset Financial Services, INC.

June 2008 - September 2008 · 3 mos

Sunset Financial Services, INC.Broker

January 2006 - September 2008 · 2 yrs 8 mos

Nylife Securities INC.Broker

September 2000 - January 2006 · 5 yrs 4 mos

Pruco Securities CorporationBroker

July 1991 - August 2000 · 9 yrs 1 mo

The Prudential Insurance Company of AmericaBroker

July 1991 - December 1993 · 2 yrs 5 mos

State Registrations9 states

ALFLGAKSLAMSTNTXWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.