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.
CRD# 2579690
Ameriprise Financial Services, LLC
CRD# 5142926
State Farm Investment Management Corp.
CRD# 1852661
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 |
- CA
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts538ACCOUNTS
-
Average Account Value$192,144
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, ID, OR, TX
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