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Angela M Bean

Chartered Advisory Group

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About Angela M Bean

Angela Bean is a registered Investment Advisor Representative and a registered representative with Chartered Advisory Group, based in CHADDS FORD, PA. Angela has been in the financial services industry since November 2005. Angela has Series 6, 7, and 66 securities licenses and her professional designations include SIE. Angela specializes in portfolio management for individuals, financial planning, and consulting services.

Firm Information

Angela Bean is currently registered with Chartered Advisory Group. Chartered Advisory Group is an investment advisor located in CHADDS FORD, PA. The firm has 4 licensed agents and provides services such as financial planning, portfolio management for individuals, educational seminars, and consulting. Chartered Advisory Group manages approximately $119.43 million in assets for 723 clients. The firm's clients include high-net-worth individuals and individuals other than high-net-worth.
Chartered Advisory Group

130 COMMONS COURT

CHADDS FORD, PA 19317

$119.43M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Bean’s Registration & Firm History

PA

06/14/2011 - Present

Chartered Advisory Group (CHADDS FORD PA)

PA

11/10/2005 - 10/23/2023

SECURITIES AMERICA, INC. (CHADDS FORD PA)

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Licenses & Designations

BOTH

Issued 06/08/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2011

Series 7 - General Securities Representative Examination

BC

Issued 11/09/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angela M Bean.
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