Angela Bean, financial advisor Chadds Ford PA
93 score

Angela Bean

CRD Number: 4442993
Current Firm: Chartered Advisory Group

Angela Bean (CRD# 4442993) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Chartered Advisory Group Inc. Fka Chartered Financial Group, Inc. Chadds Ford, PA Jun 2011 - Current 5
Securities America Inc. Chadds Ford, PA Oct 2006 - Current 10
Chartered Advisory Group Inc. Fka Chartered Financial Group, Inc. Chadds Ford, PA Oct 2001 - Jun 2011 9
Securities America, Inc. Chadds Ford, PA Aug 2001 - Oct 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2006
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Angela M. Bean
Phone Number: 610-459-8872
Registered State(s):
  • DE
  • MD
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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