James Chapman (CRD# 6978414) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Detroit, MI and has over 4 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M Holdings Securities, Inc. | Portland, OR | Jun 2018 - Current | 5 |
| Lovasco Consulting Group | Detroit, MI | Jun 2018 - Current | 5 |
| Full Time Student | Albion, MI | Aug 2014 - May 2018 | 3 |
| Northpointe Capital | Bloomfield Hills, MI | Jun 2017 - Aug 2017 | < 1 |
| Level One Bank | Farmington Hills, MI | Jan 2017 - Jun 2017 | < 1 |
| Full Time Student | Warren, MI | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- MI
-
Total Assets Under Management4,514MILLIONS
-
Total Number of Accounts9,871ACCOUNTS
-
Average Account Value$457,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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