Apex Financial Services, Inc.
Apex Financial Services, Inc. (CRD# 128660) is a financial advisory firm headquartered in Atlanta, GA. They manage $12,000,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$133,333
- 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
Lee Baker (CRD# 2310397) is an Investment Advisor Representative working at Apex Financial Services, Inc. in Atlanta, GA and has over 24 years of experience in the finance industry. Lee Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.