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Charles Swan Bean

Heritage Financial Services

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About Charles Swan Bean

Charles Bean is a financial advisor with over 30 years of experience in the industry. Charles is currently registered with Heritage Financial Services. Prior to this, Charles was registered with Commonwealth Financial Network and John Hancock Distributors, Inc. Charles holds Series 6, 7, 24, 26 and 63 licenses. Charles is also a Chartered Financial Consultant. Charles specializes in providing financial planning and portfolio management services for individuals, corporations and charitable organizations.

Firm Information

Charles Bean is currently registered with Heritage Financial Services. Heritage Financial Services is an investment advisor registered with the SEC. They have approximately $2.5 billion in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. They primarily serve individuals, corporations, and charitable organizations.
Heritage Financial Services

100 LOWDER BROOK DRIVE

WESTWOOD, MA 02090

$2.50B

Assets Under Management

Not reported

Total Clients

23

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Charles Bean’s Registration & Firm History

MA

09/09/2000 - Present

Heritage Financial Services (WESTWOOD MA)

MA

09/29/1995 - 07/02/2009

COMMONWEALTH FINANCIAL NETWORK (NORWOOD MA)

MA

07/03/1991 - 10/12/1995

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

07/03/1991 - 10/12/1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 12/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/1998

Series 24 - General Securities Principal Examination

BC

Issued 04/01/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/23/1998

Series 7 - General Securities Representative Examination

BC

Issued 07/02/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Swan Bean.
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