Apex Financial Services, Inc.
Apex Financial Services, Inc. (CRD# 128660) is a financial advisory firm headquartered in Atlanta, GA. They manage $29,341,594 in 132 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts132ACCOUNTS
Average Account Value$222,285
- 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
- Educational seminars/workshops
Lee Baker (CRD# 2310397) is an Investment Advisor Representative working at Apex Financial Services, Inc. in Atlanta, GA and has over 29 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.