Gregory ChapmanCRD Number: 6104706
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Gregory Chapman (CRD# 6104706) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 5 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Bank Of America, N.a.||Jacksonville, FL||Aug 2012 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Jul 2012 - Current||5|
|Wakefield Beasley And Associates||Ponte Vedra Beach, FL||Jun 2012 - Jun 2012||< 1|
|Unemployed||Jacksonville, FL||Nov 2011 - May 2012||< 1|
|Kbj Architects, Inc.||Jacksonville, FL||May 2011 - Oct 2011||< 1|
|Unemployed||Jacksonville, FL||Mar 2011 - Apr 2011||< 1|
|Kbj Architects, Inc.||Jacksonville, FL||Jul 2009 - Feb 2011||1|
|Unemployed||Jacksonville, FL||Apr 2009 - Jul 2009||< 1|
|Wakefield Beasley And Associates||Jacksonville, FL||Jun 2007 - Mar 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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