WC
WC

Wade Chapman

21 Years of Experience
Macon, GA
Sells Insurance

Wade Chapman is a registered investment advisor, based in Macon, GA, with 21 years of industry experience.

Location

1515 Bass Road, Suite D, Macon, GA, 31210

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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 ActivitiesSells Insurance

Wade is the sole managing member of CFS Capital Advisors, LLC, which manages a private fund, requiring about 10-20% of his time. He also has an insurance business under CFS Wealth Management, spending minimal time as an agent.

Employment History
Current Registrations
Cfs Wealth Management
March 2008 - Present · 18 yrs 1 mo
Previous Registrations
Chapman Financial Services, LLC
February 2008 - June 2008 · 4 mos
Cfs Wealth Management, LLC
June 2005 - March 2008 · 2 yrs 9 mos
Commonwealth Financial Network
August 2004 - December 2005 · 1 yr 4 mos
State Registrations1 state
GA
Advisor

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.

Exams
No exam information available for this advisor.