Sharon Chapman
Sharon Chapman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockville, MD, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11 North Washington Street, Suite 350, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sharon is affiliated with Capital Wealth Management Group LLC, a support company, but dedicates minimal time to it. Sharon also works as a non-variable insurance broker, focusing on health insurance, but spends minimal time on this activity as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations15 states
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