Floyd Chapman (CRD# 1356872) is an Investment Advisor Representative working at Sb Advisory, LLC in Tacoma, WA and has over 37 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Law Office Of Floyd Chapman, Pllc | Tacoma, WA | Jan 2015 - Current | 9 |
| Amerivet Securities Inc. | New York, NY | Jul 2020 - Mar 2021 | < 1 |
| Ifs Securities Inc. | Atlanta, GA | May 2018 - Sep 2019 | 1 |
| Ifs Advisory | Atlanta, GA | May 2018 - Sep 2019 | 1 |
| Nms Capital Advisors, LLC | Beverly Hills, CA | Mar 2017 - Sep 2017 | < 1 |
| Nms Capital Asset Management, Inc. | Beverly Hills, CA | Mar 2017 - Sep 2017 | < 1 |
| Nms Capital Securities LLC | Beverly Hills, CA | Jan 2015 - Oct 2015 | < 1 |
| Keola Organic Farms LLC | Kapolei, HI | Jan 2013 - Dec 2014 | 1 |
| Eagle Strategies LLC | Honolulu, HI | Mar 2011 - Dec 2014 | 3 |
| Nylife Securities Inc. | Woodland Hills, CA | Aug 2002 - Dec 2014 | 12 |
| New York Life Insurance Company | Honolulu, HI | Jul 2002 - Dec 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1986 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1994 |
- CA
- ID
- MN
- PR
- WA
-
Total Assets Under Management286MILLIONS
-
Total Number of Accounts1,045ACCOUNTS
-
Average Account Value$273,542
- 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
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.