Sharon Lee Chapman
Investment adviser representative at Raymond James Financial Services Advisors, Inc
30 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Pb MaresDec 2018 to now
- Capital Wealth Management Group LLCSep 2011 to now
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Insurance - Non VariableNov 2006 to now
- Raymond James Financial Services, Inc.Sep 1996 to now
- Santos, Postal & Company P.C.Aug 2013 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2799823
- Firm CRD
- 149018