Mark Chapman, financial advisor Athens OH
89 score

Mark Chapman

CRD Number: 6178811
Current Firm: Nfp Advisor Services, LLC

Mark Chapman (CRD# 6178811) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Athens, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Foster Place Properties Athens, OH Aug 2007 - Current 9
Athens City School District Athens, OH Aug 2007 - Current 9
Nfp Securities, Inc. Austin, TX Apr 2013 - Apr 2016 3
The Ohio State University Columbus, OH Jul 2006 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Mark A. Chapman
Phone Number: 512-697-6000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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