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Peter Chapman

25 Years of Experience
Marathon, FL
Broker

Peter Chapman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marathon, FL, with 25 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

10085 Overseas Hwy, Marathon, FL, 33050

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Peter owns rental real estate and serves as a Principal at Chapman and Cardwell PLLC, providing financial advice and managing business activities, taking about 10-20% of his time. He also supports business expense payments through Chapman Asset Management and provides governance oversight to Fishermens Health, Inc.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2015 - Present · 11 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
June 2009 - January 2015 · 5 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2009 - January 2015 · 5 yrs 8 mos
Edward Jones
February 2007 - June 2009 · 2 yrs 4 mos
Edward JonesBroker
August 2000 - June 2009 · 8 yrs 10 mos
State Registrations45 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Peter Chapman - Financial Advisor | TrueAdvisor