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Brent Allen Plunkett

Chief Executive Officer/Chief Compliance Officer/ShareholderCharter Wealth Management, Inc.CRD 5621748

About Brent Allen Plunkett

Brent Allen Plunkett is listed as Chief Executive Officer/Chief Compliance Officer/Shareholder at Charter Wealth Management, Inc. in Raleigh, NC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Charter Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brent Allen Plunkett work?

Brent Allen Plunkett is listed as Chief Executive Officer/Chief Compliance Officer/Shareholder at Charter Wealth Management, Inc. on SEC Form ADV.

How much of Charter Wealth Management, Inc. does Brent Allen Plunkett own?

Form ADV reports a beneficial ownership band of 50-75%.

Charter Wealth Management, Inc.

TitleChief Executive Officer/Chief Compliance Officer/Shareholder
Ownership50-75%
Control personYes
Since2012
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