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Charles W Chapell

Usaa Investment Services Co.

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About Charles W Chapell

Charles W. Chapell is an active Registered Representative with Usaa Investment Services Co. Charles has been in the financial services industry since 2005. Charles has held previous roles with USAA FINANCIAL ADVISORS, INC. , BANC OF AMERICA INVESTMENT SERVICES, INC. and MORGAN STANLEY DW INC. Charles holds Series 7, 24, 31, 51, 63 and 65 licenses. Charles is registered in Florida and is located in Tampa. Charles specializes in financial planning.

Firm Information

Charles Chapell is currently registered with Usaa Investment Services Co.. USAA Investment Services Co. is a corporation headquartered in San Antonio, TX, formed in September 1988. They offer financial planning and other advisory services to individuals and high-net-worth individuals. The firm is registered with the SEC and holds licenses in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a total of 150 registered representatives and 109 investment adviser representatives.
Usaa Investment Services Co.

9800 FREDERICKSBURG ROAD

SAN ANTONIO, TX 78288-0227

Not reported

Assets Under Management

1,609

Total Clients

136

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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referrals

Referrals

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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other

Referral fees pursuant to a referral agreement

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Charles Chapell’s Registration & Firm History

FL

06/08/2020 - Present

Usaa Investment Services Co. (TAMPA FL)

FL

04/23/2010 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (Tampa FL)

NJ

01/09/2006 - 09/25/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (POINT PLEASANT NJ)

NJ

05/27/2005 - 01/12/2006

MORGAN STANLEY DW INC. (RED BANK NJ)

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Licenses & Designations

IA

Issued 07/08/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2016

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 07/14/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 05/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles W Chapell.
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