Liam Apple, financial advisor Grass Valley CA

Liam Apple

CRD Number: 7635978
Current Firm: Apple & Associates

Liam Apple (CRD# 7635978) is an Investment Advisor Representative working at Apple & Associates in Grass Valley, CA and has 1 year of experience in the finance industry.

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Mariner Independent
Company Name Location Dates Years
Appel & Associates Grass Valley, CA Jul 2022 - Current 1
Unemployed Grass Valley, CA Jul 2021 - Jun 2022 < 1
Santa Barbara City College Grass Valley, CA Jul 2020 - Jun 2021 < 1
Sierra College Rocklin, CA Jul 2019 - Jun 2020 < 1
Hometown Hydroponics Grass Valley, CA Aug 2019 - Jan 2020 < 1
Nevada Union High School Grass Valley, CA Aug 2015 - Jun 2019 3
Union Hill Elementary School Grass Valley, CA Aug 2006 - Jun 2015 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2022
Contact Info for Liam B. Apple
Phone Number: 530-272-1346
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    103
    MILLIONS
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $192,144
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
Types of Clients
Registered States

CA, ID, OR, TX

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