Brent
Plunkett
Charter Wealth Management
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About this Advisor
Brent Plunkett is a financial advisor working out of Raleigh, North Carolina who has 11 years of relevant experience. Plunkett is an employee of Charter Wealth Management. They have spent their complete career at Charter Wealth Management. Plunkett maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Alabama, Illinois, Mississippi, North Carolina, Tennessee and Texas. Charter Wealth Management is a company based in Raleigh, NC. The company has offices in two locations and just three people on staff. It oversees $130 million in assets across its 223 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 223 accounts, 25% are held by high-net-worth investors who have more than $1 million in assets available to invest. Charter Wealth Management has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically vary depending on which services are provided. Fees charged by Charter Wealth Management can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Charter Wealth Management Brokerage Details
$129,645,879
3
223
$581,372
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brent Plunkett Work History
Brent has been registered as a financial advisor for 11 years.*
Plunkett Wealth Management, Inc
*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 Brent Plunkett 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 Charter Wealth Management
Raleigh, NC
Daphne, AL
Raleigh, NC
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