Charis Legacy Partners

Charis Legacy Partners (CRD# 311968) is a financial advisory firm headquartered in Bryan, TX. They manage $88,632,864 in 179 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1716 Briarcrest Dr, Suite 300, Bryan, TX 77802
https://www.linkedin.com/in/scottmonk/
By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $495,156
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Charis Legacy Partners
Showing 1 - 1 of 1 top financial advisors.
1
Scott Monk, financial advisor Bryan TX
Scott R. Monk
CRD#: 6427211
1716 Briarcrest Dr, Suite 300, Bryan, TX 77802

Scott Monk (CRD# 6427211) is an Investment Advisor Representative working at Charis Legacy Partners in Bryan, TX and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals