Steve Apple (CRD# 5306679) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Cary, NC and has over 16 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services | Cary, NC | Apr 2022 - Current | 1 |
| Bankers Life Securities, Inc. | Cary, NC | May 2016 - Current | 7 |
| Bankers Life & Casualty | Cary, NC | Mar 2004 - Current | 19 |
| Proequities, Inc. | Cary, NC | Aug 2010 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2007 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- NC
-
Total Assets Under Management1,125MILLIONS
-
Total Number of Accounts10,292ACCOUNTS
-
Average Account Value$109,320
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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