Angela BeanCRD 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 10 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Chartered Advisory Group Inc. Fka Chartered Financial Group, Inc.||Chadds Ford, PA||Jun 2011 - Current||6|
|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|
Total Assets Under Management140MILLIONS
Total Number of Accounts1,070ACCOUNTS
Average Account Value$130,974
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DE, MD, PA
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