![Jeffrey Chapman, financial advisor Richmond VA](/img/ws/profile-blank-sq.png)
Jeffrey Chapman (CRD# 1479573) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Richmond, VA and has over 38 years of experience in the finance industry.
![Ryon Acey, financial advisor Richmond VA](/img/ws/profile-blank-sq.png)
CRD# 2992366
Agincourt Capital Management, LLC
![John Ackerly, financial advisor Richmond VA](/img/ws/profile-blank-sq.png)
CRD# 2460550
Davenport & Company LLC
![Gary Ackerman, financial advisor Richmond VA](/img/ws/profile-blank-sq.png)
CRD# 4668422
Financial Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Rbc Capital Markets Corporation | Richmond, VA | Mar 2008 - Current | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1986 |
S65 | NASAA Investment Advisors Law Examination | Feb 1992 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- NC
- TX
- VA
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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