Brian Chapman Email & Phone Number
President @ WealthPlan Financial Group
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Brian Chapman Location
- Charlotte, NC, US
Brian Chapman Work
- 2014 -now President @
- 2023 -now OSJ Manager at Cambridge Investment Research, Inc. @
- 2012 -2013 President, Independent Channel @ Capital Guardian LLC
- 2005 -2012 Regional Vice President @
- 1995 -2005 Managing Director @
Brian Chapman Skills
- Investments
- Wealth Management
- Investment Advisory
- Estate Planning
- Alternative Investments
- Asset Management
- 401k
- Insurance
- Business Development
- Recruiting
- Business Planning
- Financial Planning
Brian Chapman Summary
- Brian Chapman, based in Charlotte, NC, US, is currently a President at WealthPlan Financial Group. Brian Chapman brings experience from previous roles at Cambridge Investment Research, Inc., Capital Guardian LLC, Woodbury Financial Services and Then MONY Group. With a robust skill set that includes Investments, Wealth Management, Investment Advisory, Estate Planning, Alternative Investments and more. Brian Chapman has 2 emails and 3 mobile phone numbers on RocketReach.
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