Mark AppelCRD Number: 1173858
Current Firm: Voya Financial Advisors, Inc.
Mark Appel (CRD# 1173858) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Irvine, CA and has over 16 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Voya Financial Advisors||Torrance, CA||Sep 2014 - Current||3|
|Mark Appel And Associates, Income Tax Preparation||Torrance, CA||Jan 2007 - Current||10|
|Reliasstar Life Insurance Company||Seattle, WA||Oct 2002 - Current||15|
|Ing Financial Partners, Inc.||Torrance, CA||Jan 2011 - Sep 2014||3|
|Ing Financial Advisers, LLC||Torrance, CA||Jun 2004 - Dec 2010||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2001|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, 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