Floyd
Chapman
Sb Advisory, LLC
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About this Advisor
Floyd Chapman is a chartered financial consultant who works out of Tacoma, Washington who has 2 years of industry experience. Chapman is on the advisory team at Sb Advisory, LLC. Throughout their career, Chapman has worked at New York Life Insurance Company, Nylife Securities Inc, Eagle Strategies LLC, Keola Organic Farms LLC, Nms Capital Securities LLC, Nms Capital Advisors, LLC, Nms Capital Asset Management, Inc, Law Office Of Floyd Chapman, Pllc, Ifs Securities Inc, Ifs Advisory and Amerivet Securities Inc. Chapman holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California, Idaho, Minnesota and Washington. Sb Advisory, LLC is a firm operating out of Atlanta, GA. The investment advisory business has offices in 27 locations and a total of 30 advisors. It handles $247 million in total assets between its 826 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 826 customer accounts, just 6% are held by high-net-worth clients who have more than $1 million in investable assets. Sb Advisory, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely depend on the type of financial services provided. However, fees charged by Sb Advisory, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sb Advisory, LLC Brokerage Details
$246,790,040
30
826
$298,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Floyd Chapman Work History
Floyd has been registered as a financial advisor for 2 years.*
Law Office Of Floyd Chapman, Pllc
Amerivet Securities Inc
Ifs Securities Inc
Ifs Advisory
Nms Capital Advisors, LLC
Nms Capital Asset Management, Inc
Nms Capital Securities LLC
Keola Organic Farms LLC
Eagle Strategies LLC
New York Life Insurance Company
Nylife Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Floyd Chapman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sb Advisory, LLC
Atlanta, GA
Atlanta, GA
Boca Raton, FL
Johns Creek, GA
Miami, FL
Atlanta, GA
Atlanta, GA
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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