John Apgar, financial advisor Washington DC
89 score

John Apgar

CRD 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.

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Company Name Location Dates Years
Avenir Corporation Washington, DC Jun 2013 - Current 3
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
Contact Info for John N. Apgar
Phone Number: (202) 659-4427
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    1,248
    MILLIONS
  • Total Number of Accounts
    753
    ACCOUNTS
  • Average Account Value
    $1,657,930
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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