Nathan ChapmanCRD Number: 3128787
Current Firm: Truist Advisory Services, Inc.
Nathan Chapman (CRD# 3128787) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Dallas, TX and has over 10 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Suntrust Advisory Services, Inc.||Atlanta, GA||Jan 2019 - Current||2|
|Suntrust Bank||Dallas, TX||Jan 2019 - Current||2|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jan 2019 - Current||2|
|Suntrust Bank||Dallas, TX||Jan 2019 - Jan 2019||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jan 2019 - Jan 2019||< 1|
|J.p. Morgan Securities LLC||Dallas, TX||Apr 2013 - Dec 2018||5|
|Sanford C. Bernstein & Company, LLC||Dallas, TX||Jun 2011 - Feb 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
|S65||NASAA Investment Advisors Law Examination||Feb 2019|
Total Assets Under Management53,898MILLIONS
Total Number of Accounts124,678ACCOUNTS
Average Account Value$432,299
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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