James Chapman (CRD# 6085080) is an Investment Advisor Representative working at Clearwater Capital Partners, LLC in Hoffman Estates, IL and has over 3 years of experience in the finance industry.
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
CRD# 4478796
Krd Financial
Score
106
CRD# 3080178
Waddell & Reed
Score
104
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clearwater Capital Partners, LLC | Hoffman Estates, IL | Jun 2016 - Current | 1 |
| Clearwater Capital Partners, LLC | Hoffman Estates, IL | Jun 2016 - Current | 1 |
| Lpl Financial | San Diego, CA | Jun 2013 - Current | 4 |
| Illinois State University | Normal, IL | Aug 2012 - Current | 5 |
| Clearwater Capital Partners, LLC | Hoffman Estates, IL | Dec 2013 - Jun 2016 | 2 |
| Clearwater Capital Partners, LLC | Hoffman Estates, IL | Jun 2010 - Dec 2013 | 3 |
| Lifetime Fitness Algonquin | Algonquin, IL | Jun 2011 - Aug 2012 | 1 |
| Westminster Christian School | Elgin, IL | Aug 2006 - May 2012 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- IL
-
Total Assets Under Management482MILLIONS
-
Total Number of Accounts1,274ACCOUNTS
-
Average Account Value$378,688
- 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
- Educational seminars/workshops
- Other
CA, FL, GA, IL, MI, NC, NE, PA, TX, VA, WI
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