Charles Macinnes Langford
Investment adviser representative at Ptma Investment Advisors
12 yearsExperience
1 stateRegistered in
$104.2BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Ptma Investment AdvisorsMar 2025 to now
- Pma Financial Network, LLCOct 2024 to now
- Pma Securities, LLCOct 2024 to now
- Public Trust AdvisorsMar 2024 to now
- UmbOct 2023 to Mar 2024
- UnemployedJun 2023 to Oct 2023
- Blue MarlinJul 2021 to Jun 2023
- University of South CarolinaAug 2019 to Jul 2021
- Bluestone ExteriorsJun 2019 to Aug 2019
- William Penn Charter SchoolOct 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ptma Investment Advisors
Legal name: Public Trust Advisors, LLC
$104.2BAssets managed
82Clients
12Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8001120
- Firm CRD
- 159189