Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Chapman is a financial advisor who has been in the industry since 1995. Robert is currently registered with Independent Financial Group, LLC. Robert has previous experience with LPL FINANCIAL LLC, EDWARD JONES, and BARABAN SECURITIES, INC. Robert holds the Series 63, Series 24, SIE, Series 31, and Series 7 licenses. Robert has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. Robert is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
12/20/2011 - Present
Independent Financial Group, LLC (Carlsbad CA)
CA
08/26/2002 - 12/21/2011
LPL FINANCIAL LLC (SAN DIEGO CA)
MO
08/01/1995 - 08/27/2002
EDWARD JONES (ST. LOUIS MO)
CA
03/13/1995 - 06/28/1995
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 03/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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