Jeffrey Chapman
Jeffrey Chapman is a registered investment advisor at RBC Capital Markets, LLC, based in Richmond, VA, with 39 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
919 East Main Street, Suite 2000, Richmond, VA, 23219-4622
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Regulatory History (1)
Customer Dispute
September 2006Other Business Activities
Jeffrey serves on the board of directors for the Poe Museum Foundation as president. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Tucker Anthony IncorporatedBroker
Branch, Cabell & CO., INC.Broker
A. G. Edwards & Sons, INC.Broker
Amos-Lee Securities, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations40 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.