Angela
Bean
Chartered Advisory Group
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About this Advisor
Angela Bean is a financial advisor based in Chadds Ford, Pennsylvania, working with Chartered Advisory Group. Angela has previously held positions at Securities America Inc and Chartered Advisory Group Inc Fka Chartered Financial Group, Inc. Angela has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Delaware, Maryland, and Pennsylvania. Currently, Angela is part of Chartered Advisory Group, which operates out of Chadds Ford, Pennsylvania. The firm has 1 office and 6 employees. The firm manages assets totaling $119.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Chartered Advisory Group includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Chartered Advisory Group Brokerage Details
$119,429,575
6
723
$165,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Angela Bean Work History
Chartered Advisory Group Inc Fka Chartered Financial Group, Inc
Securities America Inc
Disclosures
Please visit the SEC profile of Angela Bean 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 Chartered Advisory Group
Chadds Ford, PA
Chadds Ford, PA
Chadds Ford, PA
Chadds Ford, PA
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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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.
