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FC

Francis R. Chilman

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CRD#: 1101400
FC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Francis Robert Chilman JR, who also goes by Bob Chilman, F Robert Chilman, Robert F Chilman, was a registered financial professional .

Francis is a previously registered financial professional and started their career in finance in 1983. Francis had worked at 6 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Chilman | F Robert Chilman | Robert F Chilman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Silversword Asset Management; Investment Advisor Representative and Insurance Agent; Investment related; Show Low, AZ; asset management and insurance sales; will be dually registered; 80% of time dedicated to this role.

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CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 11, 2021 - December 31, 2022

SILVERSWORD ASSET MANAGEMENT, LLC

RIA
CRD#: 158643
SHOW LOW, AZ
Past

August 24, 1990 - July 31, 2020

AMERICAN INVESTORS GROUP, INC.

BD
CRD#: 10020
Show Low, AZ
Past

February 21, 1990 - June 29, 1990

BOUCHER, OEHMKE & COMPANY

BD
CRD#: 17470
Past

June 20, 1988 - January 23, 1990

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

April 26, 1988 - June 30, 1988

FIRST ARIZONA INVESTMENT SECURITIES, INC.

BD
CRD#: 16602
Past

March 11, 1983 - April 26, 1988

LUTHERAN BROTHERHOOD SECURITIES CORP.

BD
CRD#: 4205

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/2/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/7/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SA
SILVERSWORD ASSET MANAGEMENT, LLC
SILVERSWORD ASSET MANAGEMENT, LLC

CRD#: 158643 / SEC#:

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Contact information


Main Address
1801 West Deuce Of Clubs Suite 200, Show Low, AZ 85901
Mailing Address
Phone number
(928) 532-7900
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts579
AUM (Assets Under Management)$ 33,287,200

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SILVERSWORD ASSET MANAGEMENT, LLC

CRD#: 158643

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