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Robert C
Series 63
Carlsbad, CA
Independent Financial Group, LLC
Robert Chapman is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and with 31 years of industry experience. He has worked at Independent Financial Group since 2011 and has operated as Robert T. Chapman Financial Consultant since 2004. Outside of his advisory work, he owns a marketing DBA called Pacific Crest Global Wealth Management and is also a licensed California insurance agent offering various insurance products. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, employing both in-house and third-party model portfolios, and operates as both a registered investment adviser and an active broker-dealer.
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