John ApgarCRD Number: 6077214
Current Firm: Avenir Corporation
John Apgar (CRD# 6077214) is an Investment Advisor Representative working at Avenir Corporation in Washington, DC and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Avenir Corporation||Washington, DC||Jun 2013 - Current||4|
|Full- Time Education||Lexington, VA||Aug 2009 - Jun 2013||3|
|Jmp Securities||New York City, NY||Jun 2012 - Jul 2012||< 1|
|Dual Achievement Inc.||Houston, TX||Jun 2011 - Jul 2011||< 1|
|Full-time Education||Woodberry Forrest, VA||Sep 2006 - Jun 2009||2|
|Full-time Education||Lexington, VA||Jun 2003 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management1,248MILLIONS
Total Number of Accounts753ACCOUNTS
Average Account Value$1,657,930
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA
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