Charles
Norton
Beacon Global Advisor Network, LLC
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About this Advisor
Charles Norton is a chartered financial analyst operating in Concord, Massachusetts. Norton is on the advisory team at Beacon Global Advisor Network, LLC. Over the course of their career, Norton has held roles at Massachusetts Mutual Life Insurance Co, Mml Investors Services, LLC, Lincoln-Sudbury Regional High School, Trustees Of Amherst College, Estateworks Systems LLC, Guardian Life Ins, Park Avenue Securities, Lincoln Investment, Alexander Peter Wealth Management, Beacon Global Advisor Network, LLC, Crosby'S Marketplace and Ingenius Prep. Norton has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts. Beacon Global Advisor Network, LLC is a company that has its headquarters in Atlanta, GA. The firm has offices in 34 locations and a total of 48 advisors. It controls $169 million in total assets across its 600 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 600 client accounts, 17% are associated with high-net-worth investors who have more than $1 million in investable assets. The business performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services are offered. Fee types billed by Beacon Global Advisor Network, LLC can include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Global Advisor Network, LLC Brokerage Details
$169,364,000
48
600
$282,273
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Charles Norton Work History
Charles has been registered as a financial advisor for 0 years.*
Alexander Peter Wealth Management
Beacon Global Advisor Network, LLC
Crosby'S Marketplace
Ingenius Prep
Lincoln Investment
Massachusetts Mutual Life Insurance Co
Mml Investors Services, LLC
Guardian Life Ins
Park Avenue Securities
Trustees Of Amherst College
Estateworks Systems LLC
Lincoln-Sudbury Regional High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Norton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Global Advisor Network, LLC
Dubai,
Johannesburg,
Geneva,
Dubai,
Concord, MA
Dubai,
Sliema,
Dubai,
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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