Bunmi Ajao, financial advisor Gastonia NC

Bunmi Ajao

CRD Number: 5030006
Current Firm: Apex Financial Services, LLC

Bunmi Ajao (CRD# 5030006) is an Investment Advisor Representative working at Apex Financial Services, LLC in Gastonia, NC and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Apex Financial Services, LLC Gastonia, NC Dec 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Bunmi Ajao
Phone Number: 704-6488874
Registered State(s):
  • NC
Current Firm Details
Apex Financial Services, LLC
Firm's CRD Number: 152931
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $575,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NC

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