Andrew ChapmanCRD Number: 5942667
Current Firm: Keel Point, LLC
Andrew Chapman (CRD# 5942667) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 6 years of experience in the finance industry.
Raymond James & Associates, Inc.
Brol Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|Keel Point Capital, LLC||Huntsville, AL||Nov 2015 - Current||2|
|Keel Point, LLC||Huntsville, AL||Nov 2015 - Current||2|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Nov 2015||< 1|
|Morgan Stanley||Huntsville, AL||Mar 2013 - Nov 2015||2|
|Wells Fargo Advisors LLC||Huntsville, AL||Jun 2011 - Mar 2013||1|
|Self-employed||Auburn, AL||Sep 2010 - Jun 2011||< 1|
|Auburn University||Auburn, AL||May 2005 - Sep 2010||5|
|Kanakuk Kamps||Branson, MO||May 2007 - Aug 2009||2|
|Tiger Shaw||Auburn, AL||Sep 2008 - Mar 2009||< 1|
|J. Crew||Huntsville, AL||Jan 2007 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management1,428MILLIONS
Total Number of Accounts1,882ACCOUNTS
Average Account Value$758,743
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, MN, MO, MS, NC, NE, NH, PA, SC, SD, TN, TX, VA, WA
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