Joseph ChappellCRD Number: 4436624
Current Firm: Oneamerica Securities, Inc.
Joseph Chappell (CRD# 4436624) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Indianapolis, IN and has over 8 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Oneamerica Securities||Gilbert, AZ||Mar 2021 - Current||1|
|American United Life||Gilbert, AZ||Sep 2020 - Current||2|
|Mml Investors Services, LLC||Scottsdale, AZ||Mar 2017 - Mar 2021||4|
|Massachusetts Mutual Life Insurance Company||Scottsdale, AZ||Jul 2016 - Mar 2021||4|
|Metlife Securities||Tempe, AZ||Aug 2015 - Mar 2017||1|
|Wells Fargo Advisors LLC||Gilbert, AZ||Aug 2014 - Jul 2015||< 1|
|Wells Fargo Bank Na||Gilbert, AZ||Feb 2009 - Jul 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
|S65||NASAA Investment Advisors Law Examination||Jun 2020|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management219MILLIONS
Total Number of Accounts1,957ACCOUNTS
Average Account Value$112,030
- 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)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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