Apex Financial Services, Inc.

Apex Financial Services, Inc. (CRD# 128660) is a financial advisory firm headquartered in Atlanta, GA. They manage $27,942,185 in 134 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $208,524
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Apex Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lee A. Baker
CRD#: 2310397
2295 Parklake Drive, Suite 456, Atlanta, GA 30345

Lee Baker (CRD# 2310397) is an Investment Advisor Representative working at Apex Financial Services, Inc. in Atlanta, GA and has over 31 years of experience in the finance industry.

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