Scott
Bacon
Charter Wealth Management
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About this Advisor
Scott Bacon is a certified financial planner working in Raleigh, North Carolina, who has 6 years of industry experience. Bacon currently works for Charter Wealth Management. During their career, Bacon has held roles at Suntrust Bank Na, Charter Wealth Management, Inc, Compass Surgical Partners, LLC and Suntrust Investment Services, Inc. Bacon has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Charter Wealth Management is a financial advisory company that has its headquarters in Raleigh, NC. The company has offices in two locations and just three employees. It administers $130 million in assets under management across its 223 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 223 customer accounts, 25% are associated with high-net-worth investors who have more than $1 million in assets. The company performs 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. Fees charged by financial advisors depend on the type of services. Fee types billed by Charter Wealth Management most likely include any blend 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
Scott Bacon Work History
Scott has been registered as a financial advisor for 6 years.*
Charter Wealth Management, Inc
Compass Surgical Partners, LLC
Suntrust Bank Na
Suntrust Investment Services, 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 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
Daphne, AL
Raleigh, NC
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
