Charles Chapman (CRD# 6044062) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lorain, OH and has over 11 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 2820363
Edward Jones
CRD# 4690465
Key Investment Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Lorain, OH | Aug 2018 - Current | 5 |
| Charles Chapman Insurance Agency | Lorain, OH | Jan 2016 - Current | 8 |
| State Farm Vp Management Corp | Lorain, OH | Jan 2016 - Current | 8 |
| Charles Chapman Insurance Agency | Amherst, OH | Aug 2022 - Aug 2023 | 1 |
| State Farm Vp Managment Corp | Amherst, OH | Aug 2022 - Aug 2023 | 1 |
| State Farm Investment Management Corp | Amherst, OH | Aug 2022 - Aug 2023 | 1 |
| State Farm Vp Management Corp | Huron, OH | Jul 2015 - Dec 2015 | < 1 |
| State Farm Insurance | Huron, OH | May 2015 - Dec 2015 | < 1 |
| Unemployed | Huron, OH | Nov 2014 - May 2015 | < 1 |
| Key Investment Services | Sandusky, OH | Apr 2012 - Nov 2014 | 2 |
| Key Bank | Sandusky, OH | May 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- OH
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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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