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William James Chapman

Victrix Investment Advisors

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About William James Chapman

William Chapman is a financial advisor who is currently registered with Victrix Investment Advisors. William has been in the financial industry since 1996 and has extensive experience in providing financial planning and investment management services. William is a Certified Financial Planner and holds the Series 7, 8, 24, 52, 63, and 65 licenses. In addition to his role at Victrix Investment Advisors, William also provides insurance services.

Firm Information

William Chapman is currently registered with Victrix Investment Advisors. Victrix Investment Advisors is an investment advisor located in STUART, FL. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans. The firm has 6 investment adviser representatives. The firm's regulatory assets under management total $261,383,906 with $260,272,011 discretionary.
Victrix Investment Advisors

823 SE OSCEOLA ST

STUART, FL 34994

$261.38M

Assets Under Management

2

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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William Chapman’s Registration & Firm History

FL

09/07/2023 - Present

Victrix Investment Advisors (STUART FL)

FL

01/28/2005 - 07/01/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (MELBOURNE FL)

MI

01/09/1996 - 02/01/2005

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 09/12/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/2000

Series 24 - General Securities Principal Examination

BC

Issued 03/05/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 05/07/1996

Series 7 - General Securities Representative Examination

BC

Issued 01/05/1996

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William James Chapman.
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