Charles Bean (CRD# 2152263) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 33 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Financial Services | Westwood, MA | Jan 1996 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- MA
-
Total Assets Under Management2,500MILLIONS
-
Total Number of Accounts5,806ACCOUNTS
-
Average Account Value$430,539
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, VA, VT
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