Charter Wealth Management

Charter Wealth Management (CRD# 162299) is a financial advisory firm headquartered in Raleigh, NC. They manage $168,111,674 in 268 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
8601 Six Forks Road, Suite 400, Raleigh, NC 27615
http://www.charterwm.com
By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $627,282
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, IL, MS, NC, TN, TX

Financial Advisors at Charter Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Scott Bacon, financial advisor Raleigh NC
Scott A. Bacon
CRD#: 6041063
8601 Six Forks Road, Suite 400, Raleigh, NC 27615

Scott Bacon (CRD# 6041063) is an Investment Advisor Representative working at Charter Wealth Management in Raleigh, NC and has over 11 years of experience in the finance industry.

2
Brent Plunkett, financial advisor Raleigh NC
Brent A. Plunkett
CRD#: 5621748
8601 Six Forks Road, Suite 400, Raleigh, NC 27615

Brent Plunkett (CRD# 5621748) is an Investment Advisor Representative working at Charter Wealth Management in Raleigh, NC and has over 15 years of experience in the finance industry.

3
Justin Taylor, financial advisor Daphne AL
Justin M. Taylor
CRD#: 4469795
Daphne, AL

Justin Taylor (CRD# 4469795) is an Investment Advisor Representative working at Charter Wealth Management in Daphne, AL and has over 21 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.

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