Scott
Bacon
Charter Wealth Management
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About this Advisor
Scott Bacon is a financial advisor based in Raleigh, North Carolina, working with Charter Wealth Management. Scott has previously held positions at Charter Wealth Management, Inc, Compass Surgical Partners, LLC, Suntrust Bank Na, and Suntrust Investment Services, Inc. Scott has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Scott is part of Charter Wealth Management, which operates out of Raleigh, North Carolina. The firm has 3 offices and 4 employees. The firm manages assets totaling $168.1 million and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Charter Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Charter Wealth Management Brokerage Details
$168,111,674
4
268
$627,282
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
Scott Bacon Work History
Charter Wealth Management, Inc
Compass Surgical Partners, LLC
Suntrust Bank Na
Suntrust Investment Services, Inc
Disclosures
Please visit the SEC profile of Scott Bacon 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
Raleigh, NC
Daphne, AL
Raleigh, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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